ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 515 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.74 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $625,594 | +13.9% | 4,067 | +19.3% | 0.02% | +21.4% |
| Q2 2023 | $549,420 | +7.1% | 3,409 | +0.8% | 0.01% | -6.7% |
| Q1 2023 | $513,233 | +172705.7% | 3,382 | +65.5% | 0.02% | +66.7% |
| Q4 2022 | $297 | -99.9% | 2,044 | +7.9% | 0.01% | +12.5% |
| Q3 2022 | $243,000 | -6.5% | 1,894 | +0.1% | 0.01% | +14.3% |
| Q2 2022 | $260,000 | -4.8% | 1,893 | +7.9% | 0.01% | 0.0% |
| Q1 2022 | $273,000 | -0.7% | 1,754 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $275,000 | +7.8% | 1,754 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $255,000 | -10.5% | 1,754 | -9.0% | 0.01% | 0.0% |
| Q2 2021 | $285,000 | +4.8% | 1,928 | 0.0% | 0.01% | -12.5% |
| Q1 2021 | $272,000 | +23.1% | 1,928 | +11.6% | 0.01% | +14.3% |
| Q4 2020 | $221,000 | -87.1% | 1,727 | -88.7% | 0.01% | -89.7% |
| Q3 2020 | $1,712,000 | +3.9% | 15,230 | 0.0% | 0.07% | -1.4% |
| Q2 2020 | $1,648,000 | +11.2% | 15,230 | -1.1% | 0.07% | 0.0% |
| Q1 2020 | $1,482,000 | +555.8% | 15,402 | +788.2% | 0.07% | +762.5% |
| Q4 2019 | $226,000 | -94.8% | 1,734 | -95.2% | 0.01% | -95.7% |
| Q3 2019 | $4,305,000 | +2031.2% | 36,134 | +1983.9% | 0.19% | +1988.9% |
| Q2 2019 | $202,000 | -10.6% | 1,734 | -13.5% | 0.01% | -10.0% |
| Q1 2019 | $226,000 | -5.8% | 2,005 | -15.4% | 0.01% | -16.7% |
| Q4 2018 | $240,000 | -12.7% | 2,370 | 0.0% | 0.01% | +9.1% |
| Q3 2018 | $275,000 | +12.2% | 2,370 | +6.3% | 0.01% | 0.0% |
| Q2 2018 | $245,000 | +0.4% | 2,230 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $244,000 | +60.5% | 2,230 | +49.5% | 0.01% | 0.0% |
| Q4 2016 | $152,000 | – | 1,492 | – | 0.01% | – |
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% |