ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 524 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.19 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,696,006 | -4.7% | 24,025 | -0.1% | 0.07% | -2.8% |
| Q2 2023 | $3,876,619 | +6.1% | 24,050 | -0.1% | 0.07% | -2.7% |
| Q1 2023 | $3,653,622 | +8.2% | 24,075 | +3.4% | 0.07% | +2.8% |
| Q4 2022 | $3,378,100 | +11.4% | 23,286 | -1.3% | 0.07% | +4.4% |
| Q3 2022 | $3,032,000 | -6.7% | 23,594 | -0.2% | 0.07% | -1.4% |
| Q2 2022 | $3,250,000 | -12.4% | 23,644 | -0.8% | 0.07% | +4.5% |
| Q1 2022 | $3,711,000 | -1.3% | 23,833 | -0.7% | 0.07% | +8.2% |
| Q4 2021 | $3,760,000 | +6.2% | 24,006 | -1.3% | 0.06% | -4.7% |
| Q3 2021 | $3,539,000 | -1.6% | 24,334 | -0.1% | 0.06% | -3.0% |
| Q2 2021 | $3,597,000 | +4.5% | 24,364 | 0.0% | 0.07% | -2.9% |
| Q1 2021 | $3,441,000 | +10.8% | 24,364 | +0.4% | 0.07% | +1.5% |
| Q4 2020 | $3,106,000 | +18.6% | 24,261 | +4.2% | 0.07% | +4.7% |
| Q3 2020 | $2,619,000 | +2.3% | 23,289 | -1.6% | 0.06% | -5.9% |
| Q2 2020 | $2,561,000 | +15.4% | 23,665 | +2.7% | 0.07% | -6.8% |
| Q1 2020 | $2,219,000 | -26.2% | 23,053 | -0.3% | 0.07% | -9.9% |
| Q4 2019 | $3,007,000 | +239.8% | 23,118 | +211.3% | 0.08% | +211.5% |
| Q3 2019 | $885,000 | +2.2% | 7,427 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $866,000 | +3.5% | 7,427 | 0.0% | 0.03% | -3.7% |
| Q1 2019 | $837,000 | +11.5% | 7,427 | 0.0% | 0.03% | -3.6% |
| Q4 2018 | $751,000 | -12.7% | 7,427 | 0.0% | 0.03% | +3.7% |
| Q3 2018 | $860,000 | +5.1% | 7,427 | 0.0% | 0.03% | -3.6% |
| Q2 2018 | $818,000 | +0.7% | 7,427 | 0.0% | 0.03% | -9.7% |
| Q1 2018 | $812,000 | -4.2% | 7,427 | 0.0% | 0.03% | -3.1% |
| Q4 2017 | $848,000 | +5.9% | 7,427 | 0.0% | 0.03% | +3.2% |
| Q3 2017 | $801,000 | +2.7% | 7,427 | 0.0% | 0.03% | +3.3% |
| Q2 2017 | $780,000 | +0.9% | 7,427 | 0.0% | 0.03% | 0.0% |
| Q1 2017 | $773,000 | +2.7% | 7,427 | 0.0% | 0.03% | -3.2% |
| Q4 2016 | $753,000 | +6.8% | 7,427 | 0.0% | 0.03% | +6.9% |
| Q3 2016 | $705,000 | +2.2% | 7,427 | 0.0% | 0.03% | -3.3% |
| Q2 2016 | $690,000 | +3.3% | 7,427 | 0.0% | 0.03% | 0.0% |
| Q1 2016 | $668,000 | +1.5% | 7,427 | 0.0% | 0.03% | -3.2% |
| Q4 2015 | $658,000 | +5.4% | 7,427 | 0.0% | 0.03% | +3.3% |
| Q3 2015 | $624,000 | -8.9% | 7,427 | 0.0% | 0.03% | -3.2% |
| Q2 2015 | $685,000 | -53.5% | 7,427 | -53.4% | 0.03% | -54.4% |
| Q1 2015 | $1,474,000 | +120.3% | 15,929 | +114.5% | 0.07% | +100.0% |
| Q3 2014 | $669,000 | -0.3% | 7,427 | 0.0% | 0.03% | -2.9% |
| Q2 2014 | $671,000 | +4.0% | 7,427 | 0.0% | 0.04% | -2.8% |
| Q1 2014 | $645,000 | +1.6% | 7,427 | 0.0% | 0.04% | +2.9% |
| Q4 2013 | $635,000 | +9.1% | 7,427 | 0.0% | 0.04% | +6.1% |
| Q3 2013 | $582,000 | +3.4% | 7,427 | 0.0% | 0.03% | +3.1% |
| Q2 2013 | $563,000 | – | 7,427 | – | 0.03% | – |
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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% |