ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 915 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $202 | -99.9% | 1,392 | 0.0% | 0.13% | 0.0% |
| Q1 2022 | $217,000 | -0.5% | 1,392 | 0.0% | 0.13% | +15.7% |
| Q4 2021 | $218,000 | +7.9% | 1,392 | 0.0% | 0.12% | +10.6% |
| Q3 2021 | $202,000 | -1.9% | 1,392 | 0.0% | 0.10% | +5.1% |
| Q2 2021 | $206,000 | -2.8% | 1,392 | -15.9% | 0.10% | -38.5% |
| Q4 2020 | $212,000 | -11.7% | 1,655 | -10.3% | 0.16% | -15.3% |
| Q4 2019 | $240,000 | -10.1% | 1,845 | -17.6% | 0.19% | -16.7% |
| Q3 2019 | $267,000 | +2.3% | 2,239 | 0.0% | 0.23% | +7.5% |
| Q2 2019 | $261,000 | -28.5% | 2,239 | -30.9% | 0.21% | -30.3% |
| Q1 2019 | $365,000 | -14.9% | 3,238 | -23.6% | 0.30% | -25.1% |
| Q4 2018 | $429,000 | -29.3% | 4,237 | -19.1% | 0.41% | -19.9% |
| Q3 2018 | $607,000 | +5.2% | 5,237 | 0.0% | 0.51% | +3.3% |
| Q2 2018 | $577,000 | +0.7% | 5,237 | 0.0% | 0.49% | -0.4% |
| Q1 2018 | $573,000 | -4.2% | 5,237 | 0.0% | 0.49% | -5.9% |
| Q4 2017 | $598,000 | -9.9% | 5,237 | -14.8% | 0.52% | +1.0% |
| Q3 2017 | $664,000 | -10.8% | 6,149 | -13.3% | 0.52% | -16.2% |
| Q2 2017 | $744,000 | +0.8% | 7,089 | 0.0% | 0.62% | -2.8% |
| Q1 2017 | $738,000 | +2.6% | 7,089 | 0.0% | 0.64% | -5.3% |
| Q4 2016 | $719,000 | +6.8% | 7,089 | 0.0% | 0.67% | -8.6% |
| Q3 2016 | $673,000 | +49.2% | 7,089 | +46.2% | 0.74% | +55.9% |
| Q2 2016 | $451,000 | +3.4% | 4,850 | 0.0% | 0.47% | +4.9% |
| Q1 2016 | $436,000 | +1.6% | 4,850 | 0.0% | 0.45% | +0.7% |
| Q4 2015 | $429,000 | +5.1% | 4,850 | 0.0% | 0.45% | +2.5% |
| Q3 2015 | $408,000 | -8.7% | 4,850 | 0.0% | 0.44% | -2.0% |
| Q2 2015 | $447,000 | -0.4% | 4,850 | 0.0% | 0.44% | +7.2% |
| Q1 2015 | $449,000 | -1.3% | 4,850 | 0.0% | 0.42% | -4.6% |
| Q4 2014 | $455,000 | +4.1% | 4,850 | 0.0% | 0.44% | +1.6% |
| Q3 2014 | $437,000 | -0.2% | 4,850 | 0.0% | 0.43% | +9.5% |
| Q2 2014 | $438,000 | -99.9% | 4,850 | 0.0% | 0.39% | -8.4% |
| Q1 2014 | $421,465,000 | -6.5% | 4,850 | -8.1% | 0.43% | -14.1% |
| Q4 2013 | $450,802,000 | +9.1% | 5,275 | 0.0% | 0.50% | +9.5% |
| Q3 2013 | $413,138,000 | +3.4% | 5,275 | 0.0% | 0.45% | +41.0% |
| Q2 2013 | $399,687,000 | – | 5,275 | – | 0.32% | – |
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% |