ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 723 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,432,055 | -0.6% | 61,311 | +4.1% | 0.00% | 0.0% |
| Q2 2023 | $9,492,522 | +2.9% | 58,891 | -3.2% | 0.00% | 0.0% |
| Q1 2023 | $9,229,392 | +5.4% | 60,815 | +0.8% | 0.00% | 0.0% |
| Q4 2022 | $8,754,747 | +32.2% | 60,348 | +17.1% | 0.00% | 0.0% |
| Q3 2022 | $6,621,000 | -15.5% | 51,517 | -9.6% | 0.00% | 0.0% |
| Q2 2022 | $7,836,000 | +0.8% | 57,008 | +14.2% | 0.00% | 0.0% |
| Q1 2022 | $7,772,000 | -0.9% | 49,909 | -0.4% | 0.00% | +100.0% |
| Q4 2021 | $7,845,000 | +14.3% | 50,088 | +6.1% | 0.00% | 0.0% |
| Q3 2021 | $6,864,000 | +1.5% | 47,201 | +3.0% | 0.00% | 0.0% |
| Q2 2021 | $6,765,000 | +3.6% | 45,817 | -0.9% | 0.00% | 0.0% |
| Q1 2021 | $6,532,000 | +8.9% | 46,246 | -1.3% | 0.00% | 0.0% |
| Q4 2020 | $5,999,000 | +0.4% | 46,861 | -11.9% | 0.00% | 0.0% |
| Q3 2020 | $5,978,000 | +50.3% | 53,161 | +44.6% | 0.00% | 0.0% |
| Q2 2020 | $3,977,000 | -35.3% | 36,758 | -42.4% | 0.00% | -50.0% |
| Q1 2020 | $6,146,000 | -29.6% | 63,852 | -4.9% | 0.00% | 0.0% |
| Q4 2019 | $8,731,000 | +14.6% | 67,121 | +4.9% | 0.00% | 0.0% |
| Q3 2019 | $7,621,000 | +7.6% | 63,968 | +5.3% | 0.00% | 0.0% |
| Q2 2019 | $7,084,000 | +1.3% | 60,764 | -2.1% | 0.00% | 0.0% |
| Q1 2019 | $6,996,000 | +38.4% | 62,062 | +24.2% | 0.00% | 0.0% |
| Q4 2018 | $5,054,000 | -11.1% | 49,970 | +1.8% | 0.00% | +100.0% |
| Q3 2018 | $5,687,000 | -8.1% | 49,091 | -12.6% | 0.00% | -50.0% |
| Q2 2018 | $6,187,000 | +9.9% | 56,176 | +9.1% | 0.00% | 0.0% |
| Q1 2018 | $5,632,000 | +1.6% | 51,513 | +6.2% | 0.00% | +100.0% |
| Q4 2017 | $5,541,000 | -4.9% | 48,506 | -10.1% | 0.00% | -50.0% |
| Q3 2017 | $5,824,000 | +4.3% | 53,968 | +1.4% | 0.00% | 0.0% |
| Q2 2017 | $5,584,000 | +11.8% | 53,199 | +10.8% | 0.00% | +100.0% |
| Q1 2017 | $4,996,000 | +22.2% | 48,012 | +19.1% | 0.00% | 0.0% |
| Q4 2016 | $4,088,000 | +19.3% | 40,319 | +11.7% | 0.00% | 0.0% |
| Q3 2016 | $3,428,000 | +27.2% | 36,099 | +24.5% | 0.00% | 0.0% |
| Q2 2016 | $2,694,000 | -41.5% | 29,001 | -43.3% | 0.00% | 0.0% |
| Q1 2016 | $4,602,000 | -47.8% | 51,174 | -48.6% | 0.00% | -66.7% |
| Q4 2015 | $8,813,000 | +340.9% | 99,558 | +318.6% | 0.00% | +200.0% |
| Q3 2015 | $1,999,000 | +98.3% | 23,786 | +117.6% | 0.00% | – |
| Q2 2015 | $1,008,000 | -15.7% | 10,930 | -15.4% | 0.00% | – |
| Q1 2015 | $1,196,000 | +15.1% | 12,927 | +16.6% | 0.00% | – |
| Q4 2014 | $1,039,000 | +25.6% | 11,084 | +20.6% | 0.00% | – |
| Q3 2014 | $827,000 | -50.8% | 9,194 | -50.6% | 0.00% | – |
| Q2 2014 | $1,682,000 | +109.7% | 18,618 | +101.6% | 0.00% | – |
| Q1 2014 | $802,000 | -34.0% | 9,235 | -35.1% | 0.00% | – |
| Q4 2013 | $1,216,000 | -35.0% | 14,231 | -40.5% | 0.00% | – |
| Q3 2013 | $1,872,000 | +2.4% | 23,914 | -0.9% | 0.00% | -100.0% |
| Q2 2013 | $1,828,000 | – | 24,126 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 416,733 | $63,243,401 | 23.53% |
| LPWM LLC | 249,212 | $37,820,405 | 18.18% |
| Foundation Wealth Management, LLC | 106,963 | $16,232,678 | 16.71% |
| Halpern Financial, Inc. | 272,735 | $41,390,269 | 14.88% |
| MMA ASSET MANAGEMENT LLC | 124,393 | $18,877,872 | 13.50% |
| Praetorian Wealth Management, Inc. | 253,861 | $38,525,945 | 12.52% |
| Powell Investment Advisors, LLC | 145,268 | $22,045,870 | 12.27% |
| FINANCIAL LIFE ADVISORS | 175,008 | $26,559,189 | 11.42% |
| Frank, Rimerman Advisors LLC | 269,955 | $40,968,371 | 11.32% |
| INSTRUMENTAL WEALTH, LLC | 54,666 | $8,253,518 | 10.90% |