ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 811 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.34 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $944,841 | +12.9% | 6,513 | – | 0.35% | +10.0% |
| Q3 2022 | $837,000 | -6.5% | 0 | -100.0% | 0.32% | +8.1% |
| Q2 2022 | $895,000 | -11.7% | 6,513 | 0.0% | 0.30% | -3.6% |
| Q1 2022 | $1,014,000 | -1.6% | 6,513 | -1.0% | 0.31% | +3.4% |
| Q4 2021 | $1,030,000 | +7.1% | 6,578 | -0.6% | 0.30% | +1.4% |
| Q3 2021 | $962,000 | -1.5% | 6,618 | 0.0% | 0.29% | +0.3% |
| Q2 2021 | $977,000 | +15.3% | 6,618 | 0.0% | 0.29% | +3.2% |
| Q4 2020 | $847,000 | +13.8% | 6,618 | 0.0% | 0.28% | +0.7% |
| Q3 2020 | $744,000 | +3.9% | 6,618 | 0.0% | 0.28% | -2.1% |
| Q2 2020 | $716,000 | +12.4% | 6,618 | 0.0% | 0.29% | +5.9% |
| Q1 2020 | $637,000 | -26.0% | 6,618 | 0.0% | 0.27% | -1.4% |
| Q4 2019 | $861,000 | +19.7% | 6,618 | +9.7% | 0.28% | +16.0% |
| Q3 2019 | $719,000 | +2.3% | 6,032 | 0.0% | 0.24% | -2.9% |
| Q2 2019 | $703,000 | +3.4% | 6,032 | 0.0% | 0.24% | +9.4% |
| Q1 2019 | $680,000 | +11.5% | 6,032 | 0.0% | 0.22% | +6.2% |
| Q4 2018 | $610,000 | -12.7% | 6,032 | 0.0% | 0.21% | -0.5% |
| Q3 2018 | $699,000 | +5.3% | 6,032 | 0.0% | 0.21% | -31.8% |
| Q2 2018 | $664,000 | -7.4% | 6,032 | -8.0% | 0.31% | +38.2% |
| Q1 2018 | $717,000 | -11.0% | 6,559 | -7.1% | 0.22% | -10.7% |
| Q4 2017 | $806,000 | +5.9% | 7,059 | +0.1% | 0.25% | +3.3% |
| Q3 2017 | $761,000 | +11.9% | 7,054 | +8.0% | 0.24% | +3.8% |
| Q1 2017 | $680,000 | +1.8% | 6,532 | -0.8% | 0.24% | -2.5% |
| Q4 2016 | $668,000 | +7.7% | 6,587 | +0.8% | 0.24% | +9.0% |
| Q3 2016 | $620,000 | +2.1% | 6,532 | 0.0% | 0.22% | +0.5% |
| Q2 2016 | $607,000 | +3.4% | 6,532 | 0.0% | 0.22% | +0.9% |
| Q1 2016 | $587,000 | +1.6% | 6,532 | 0.0% | 0.22% | +10.7% |
| Q4 2015 | $578,000 | +5.3% | 6,532 | 0.0% | 0.20% | 0.0% |
| Q3 2015 | $549,000 | -8.8% | 6,532 | 0.0% | 0.20% | -3.4% |
| Q2 2015 | $602,000 | -2.4% | 6,532 | 0.0% | 0.20% | 0.0% |
| Q1 2015 | $617,000 | +1.3% | 6,532 | 0.0% | 0.20% | -0.5% |
| Q4 2014 | $609,000 | +0.3% | 6,532 | 0.0% | 0.20% | -7.2% |
| Q3 2014 | $607,000 | +2.9% | 6,532 | 0.0% | 0.22% | +0.9% |
| Q2 2014 | $590,000 | +3.9% | 6,532 | 0.0% | 0.22% | -1.8% |
| Q1 2014 | $568,000 | +1.8% | 6,532 | 0.0% | 0.22% | +1.8% |
| Q4 2013 | $558,000 | +9.0% | 6,532 | 0.0% | 0.22% | -2.2% |
| Q3 2013 | $512,000 | -7.1% | 6,532 | -10.2% | 0.22% | -13.5% |
| Q2 2013 | $551,000 | – | 7,277 | – | 0.26% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 519,429 | $49,995,000 | 27.23% |
| LPWM LLC | 193,875 | $18,660,000 | 20.33% |
| AMARILLO NATIONAL BANK | 394,027 | $37,925,000 | 15.64% |
| Florin Court Capital LLP | 7,773 | $748,000 | 13.96% |
| Halpern Financial, Inc. | 135,000 | $12,993,753 | 12.23% |
| Salomon & Ludwin, LLC | 445,955 | $42,923,000 | 11.04% |
| Strategic Wealth Partners Group, LLC | 370,968 | $35,706,000 | 10.39% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 143,724 | $13,833,000 | 9.76% |
| Powell Investment Advisors, LLC | 77,949 | $7,503,000 | 9.09% |
| Blue Zone Wealth Advisors, LLC | 100,614 | $9,684,000 | 9.08% |