ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 447 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.82 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $948,611 | -3.2% | 6,251 | -7.4% | 0.19% | -8.3% |
| Q4 2022 | $979,755 | +343.3% | 6,754 | +292.4% | 0.20% | +286.8% |
| Q3 2022 | $221,000 | -25.3% | 1,721 | -20.2% | 0.05% | -19.7% |
| Q2 2022 | $296,000 | +41.6% | 2,156 | +60.8% | 0.07% | +61.0% |
| Q1 2022 | $209,000 | -0.5% | 1,341 | 0.0% | 0.04% | -2.4% |
| Q4 2021 | $210,000 | -25.0% | 1,341 | -38.7% | 0.04% | -51.2% |
| Q4 2020 | $280,000 | +13.8% | 2,186 | 0.0% | 0.09% | -4.4% |
| Q3 2020 | $246,000 | +3.8% | 2,186 | 0.0% | 0.09% | -5.3% |
| Q2 2020 | $237,000 | -37.0% | 2,186 | -44.0% | 0.10% | -45.4% |
| Q1 2020 | $376,000 | -26.1% | 3,907 | -0.1% | 0.17% | +6.1% |
| Q4 2019 | $509,000 | +17.3% | 3,912 | +7.3% | 0.16% | -4.1% |
| Q3 2019 | $434,000 | +5.1% | 3,645 | +2.8% | 0.17% | -1.7% |
| Q2 2019 | $413,000 | +23.7% | 3,545 | +19.6% | 0.17% | +10.8% |
| Q1 2019 | $334,000 | +39.2% | 2,965 | +24.8% | 0.16% | +46.7% |
| Q4 2018 | $240,000 | -39.4% | 2,375 | -30.6% | 0.11% | -47.5% |
| Q3 2018 | $396,000 | -1.2% | 3,420 | -6.0% | 0.20% | -0.5% |
| Q2 2018 | $401,000 | -26.3% | 3,638 | -26.9% | 0.20% | -24.1% |
| Q1 2018 | $544,000 | -11.4% | 4,978 | -7.4% | 0.27% | -13.2% |
| Q4 2017 | $614,000 | +3.7% | 5,378 | -1.9% | 0.31% | +1.6% |
| Q3 2017 | $592,000 | -16.3% | 5,483 | -18.6% | 0.31% | -20.9% |
| Q2 2017 | $707,000 | +11.7% | 6,733 | +10.7% | 0.39% | +1.6% |
| Q1 2017 | $633,000 | -51.3% | 6,083 | -52.6% | 0.38% | -55.0% |
| Q4 2016 | $1,301,000 | +5.1% | 12,833 | -1.5% | 0.85% | -1.3% |
| Q3 2016 | $1,238,000 | +2.6% | 13,033 | +0.3% | 0.86% | -10.2% |
| Q2 2016 | $1,207,000 | +2.2% | 12,994 | -1.1% | 0.95% | -14.7% |
| Q1 2016 | $1,181,000 | +0.3% | 13,132 | -1.3% | 1.12% | -5.7% |
| Q4 2015 | $1,178,000 | +6.0% | 13,303 | +0.6% | 1.18% | -16.4% |
| Q3 2015 | $1,111,000 | -39.7% | 13,218 | -33.8% | 1.42% | -31.6% |
| Q2 2015 | $1,841,000 | +194.6% | 19,968 | +195.8% | 2.07% | +322.0% |
| Q1 2015 | $625,000 | -1.3% | 6,750 | 0.0% | 0.49% | -33.4% |
| Q4 2014 | $633,000 | +4.1% | 6,750 | 0.0% | 0.74% | +23.5% |
| Q3 2014 | $608,000 | – | 6,750 | – | 0.60% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 405,131 | $62,325,359 | 23.11% |
| Quantitative Strategies, Inc. | 187,158 | $28,792,372 | 19.37% |
| Foundation Wealth Management, LLC | 121,130 | $18,634,505 | 18.62% |
| LPWM LLC | 254,891 | $38,975,312 | 17.52% |
| Halpern Financial, Inc. | 281,683 | $43,334,118 | 14.96% |
| Praetorian Wealth Management, Inc. | 283,325 | $43,586,718 | 13.85% |
| Powell Investment Advisors, LLC | 138,335 | $21,397,622 | 12.86% |
| FINANCIAL LIFE ADVISORS | 177,823 | $27,356,344 | 11.77% |
| LVZ, Inc. | 458,002 | $70,459,044 | 11.36% |
| INSTRUMENTAL WEALTH, LLC | 58,076 | $9,034,945 | 10.55% |