ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 545 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.28 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,119,494 | -10.2% | 7,277 | -5.9% | 0.01% | 0.0% |
Q2 2023 | $1,246,482 | -4.1% | 7,733 | -9.7% | 0.01% | -9.1% |
Q1 2023 | $1,299,673 | +130.0% | 8,564 | +119.9% | 0.01% | +120.0% |
Q4 2022 | $565,048 | +12.8% | 3,895 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $501,000 | -6.2% | 3,895 | +0.2% | 0.01% | 0.0% |
Q2 2022 | $534,000 | -11.7% | 3,888 | 0.0% | 0.01% | +25.0% |
Q1 2022 | $605,000 | -0.7% | 3,888 | 0.0% | 0.00% | +33.3% |
Q4 2021 | $609,000 | +7.8% | 3,888 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $565,000 | -1.6% | 3,888 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $574,000 | -44.3% | 3,888 | -46.7% | 0.00% | -57.1% |
Q1 2021 | $1,030,000 | -6.8% | 7,295 | -15.5% | 0.01% | 0.0% |
Q4 2020 | $1,105,000 | +535.1% | 8,635 | +457.1% | 0.01% | +600.0% |
Q3 2020 | $174,000 | -58.0% | 1,550 | -59.5% | 0.00% | -66.7% |
Q2 2020 | $414,000 | +74.7% | 3,827 | +55.6% | 0.00% | +50.0% |
Q1 2020 | $237,000 | +13.4% | 2,460 | +53.4% | 0.00% | +100.0% |
Q4 2019 | $209,000 | +13.0% | 1,604 | +3.5% | 0.00% | 0.0% |
Q3 2019 | $185,000 | +2.2% | 1,550 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $181,000 | +3.4% | 1,550 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $175,000 | +7.4% | 1,550 | -3.8% | 0.00% | 0.0% |
Q4 2018 | $163,000 | -9.4% | 1,611 | +3.9% | 0.00% | 0.0% |
Q3 2018 | $180,000 | +5.3% | 1,550 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $171,000 | -14.5% | 1,550 | -15.3% | 0.00% | 0.0% |
Q1 2018 | $200,000 | -4.3% | 1,829 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $209,000 | +6.1% | 1,829 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $197,000 | +20.9% | 1,829 | +18.0% | 0.00% | 0.0% |
Q2 2017 | $163,000 | +1.2% | 1,550 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $161,000 | +2.5% | 1,550 | 0.0% | 0.00% | 0.0% |
Q4 2016 | $157,000 | +6.8% | 1,550 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $147,000 | +2.1% | 1,550 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $144,000 | +3.6% | 1,550 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $139,000 | +1.5% | 1,550 | 0.0% | 0.00% | 0.0% |
Q4 2015 | $137,000 | +5.4% | 1,550 | 0.0% | 0.00% | 0.0% |
Q3 2015 | $130,000 | -9.1% | 1,550 | 0.0% | 0.00% | 0.0% |
Q2 2015 | $143,000 | 0.0% | 1,550 | 0.0% | 0.00% | 0.0% |
Q1 2015 | $143,000 | -53.7% | 1,550 | -53.0% | 0.00% | 0.0% |
Q4 2014 | $309,000 | – | 3,299 | – | 0.00% | – |
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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% |