ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 362 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.69 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $665,406 | -9.0% | 4,324 | -4.7% | 0.03% | -8.1% |
| Q2 2023 | $731,046 | +11.3% | 4,535 | +4.8% | 0.04% | +8.8% |
| Q1 2023 | $657,016 | -18.7% | 4,329 | -22.3% | 0.03% | -17.1% |
| Q4 2022 | $807,795 | +45.0% | 5,568 | +28.6% | 0.04% | +51.9% |
| Q3 2022 | $557,000 | -7.8% | 4,329 | -1.6% | 0.03% | -6.9% |
| Q2 2022 | $604,000 | +89.3% | 4,399 | +115.2% | 0.03% | +61.1% |
| Q1 2022 | $319,000 | 0.0% | 2,044 | 0.0% | 0.02% | +5.9% |
| Q4 2021 | $319,000 | +51.9% | 2,044 | +26.4% | 0.02% | -10.5% |
| Q4 2019 | $210,000 | -4.5% | 1,617 | -12.2% | 0.02% | -5.0% |
| Q3 2019 | $220,000 | 0.0% | 1,841 | -2.4% | 0.02% | +11.1% |
| Q2 2019 | $220,000 | +5.8% | 1,886 | +2.7% | 0.02% | +5.9% |
| Q1 2019 | $208,000 | -55.8% | 1,837 | -60.6% | 0.02% | -52.8% |
| Q4 2018 | $471,000 | -28.1% | 4,662 | -17.5% | 0.04% | -35.7% |
| Q3 2018 | $655,000 | -25.6% | 5,654 | -29.2% | 0.06% | -25.3% |
| Q2 2018 | $880,000 | +0.8% | 7,987 | 0.0% | 0.08% | -1.3% |
| Q1 2018 | $873,000 | -10.0% | 7,987 | -11.2% | 0.08% | -6.2% |
| Q3 2017 | $970,000 | -14.6% | 8,992 | -16.9% | 0.08% | -18.2% |
| Q2 2017 | $1,136,000 | -0.7% | 10,827 | -1.5% | 0.10% | +2.1% |
| Q1 2017 | $1,144,000 | -1.3% | 10,994 | -3.8% | 0.10% | -7.6% |
| Q4 2016 | $1,159,000 | -1.3% | 11,430 | -7.5% | 0.10% | -10.3% |
| Q3 2016 | $1,174,000 | -2.7% | 12,360 | -4.9% | 0.12% | +2.6% |
| Q2 2016 | $1,207,000 | +3.9% | 12,993 | +0.6% | 0.11% | +2.7% |
| Q1 2016 | $1,162,000 | +327.2% | 12,920 | +338.0% | 0.11% | +311.1% |
| Q2 2015 | $272,000 | +19.3% | 2,950 | +21.4% | 0.03% | -10.0% |
| Q4 2014 | $228,000 | +4.6% | 2,430 | +0.2% | 0.03% | 0.0% |
| Q3 2014 | $218,000 | 0.0% | 2,424 | +0.2% | 0.03% | 0.0% |
| Q2 2014 | $218,000 | +3.8% | 2,418 | +0.2% | 0.03% | 0.0% |
| Q1 2014 | $210,000 | -35.0% | 2,412 | -36.2% | 0.03% | -40.0% |
| Q4 2013 | $323,000 | +14.1% | 3,779 | +1.1% | 0.05% | +13.6% |
| Q2 2013 | $283,000 | – | 3,738 | – | 0.04% | – |
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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% |