ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 402 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 0.06 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $456,000 | -6.6% | 3,550 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $488,000 | -11.8% | 3,550 | 0.0% | 0.03% | +3.4% |
| Q1 2022 | $553,000 | -0.5% | 3,550 | 0.0% | 0.03% | -9.4% |
| Q4 2021 | $556,000 | +7.8% | 3,550 | 0.0% | 0.03% | -3.0% |
| Q3 2021 | $516,000 | -25.3% | 3,550 | -24.1% | 0.03% | -21.4% |
| Q2 2021 | $691,000 | +4.5% | 4,679 | 0.0% | 0.04% | +2.4% |
| Q1 2021 | $661,000 | +355.9% | 4,679 | +314.4% | 0.04% | +355.6% |
| Q4 2020 | $145,000 | +113.2% | 1,129 | +87.5% | 0.01% | +125.0% |
| Q3 2020 | $68,000 | -100.0% | 602 | -71.5% | 0.00% | -71.4% |
| Q4 2016 | $214,115,000 | +6.8% | 2,112 | 0.0% | 0.01% | +7.7% |
| Q3 2016 | $200,556,000 | -32.6% | 2,112 | -34.0% | 0.01% | -38.1% |
| Q2 2016 | $297,466,000 | +3.3% | 3,202 | 0.0% | 0.02% | +5.0% |
| Q1 2016 | $287,956,000 | +25.9% | 3,202 | +31.2% | 0.02% | +17.6% |
| Q4 2015 | $228,799,000 | -23.3% | 2,440 | -31.3% | 0.02% | -15.0% |
| Q3 2015 | $298,475,000 | +32.7% | 3,552 | +45.6% | 0.02% | +53.8% |
| Q2 2015 | $224,992,000 | -0.4% | 2,440 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $225,846,000 | -1.3% | 2,440 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $228,799,000 | +4.1% | 2,440 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $219,771,000 | -17.9% | 2,440 | -17.7% | 0.01% | -18.8% |
| Q2 2014 | $267,680,000 | +3.9% | 2,965 | 0.0% | 0.02% | 0.0% |
| Q1 2014 | $257,659,000 | +1.7% | 2,965 | 0.0% | 0.02% | -5.9% |
| Q4 2013 | $253,389,000 | -3.6% | 2,965 | -11.6% | 0.02% | -10.5% |
| Q3 2013 | $262,764,000 | +3.4% | 3,355 | 0.0% | 0.02% | -5.0% |
| Q2 2013 | $254,208,000 | – | 3,355 | – | 0.02% | – |
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% |