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 2021 | $4,406,000 | +63.2% | 30,299 | +65.8% | 0.10% | +57.1% |
| Q2 2021 | $2,699,000 | +18.4% | 18,279 | +13.3% | 0.06% | +6.8% |
| Q1 2021 | $2,279,000 | +16.4% | 16,136 | +5.5% | 0.06% | +5.4% |
| Q4 2020 | $1,958,000 | +10.6% | 15,295 | -2.9% | 0.06% | -8.2% |
| Q3 2020 | $1,771,000 | +14.3% | 15,751 | +10.0% | 0.06% | -1.6% |
| Q2 2020 | $1,549,000 | +19.3% | 14,319 | +6.2% | 0.06% | -15.1% |
| Q1 2020 | $1,298,000 | -26.7% | 13,486 | -0.9% | 0.07% | -11.0% |
| Q4 2019 | $1,770,000 | +6.1% | 13,608 | -2.8% | 0.08% | -4.7% |
| Q3 2019 | $1,669,000 | -0.2% | 14,006 | -2.4% | 0.09% | -3.4% |
| Q2 2019 | $1,673,000 | +31.9% | 14,353 | +27.6% | 0.09% | +34.8% |
| Q1 2019 | $1,268,000 | +11.4% | 11,249 | 0.0% | 0.07% | -1.5% |
| Q4 2018 | $1,138,000 | -15.7% | 11,249 | -3.5% | 0.07% | -17.3% |
| Q3 2018 | $1,350,000 | +5.2% | 11,654 | +0.0% | 0.08% | -12.9% |
| Q2 2018 | $1,283,000 | +4.1% | 11,651 | +3.3% | 0.09% | +9.4% |
| Q1 2018 | $1,233,000 | -5.0% | 11,281 | -0.7% | 0.08% | -4.5% |
| Q4 2017 | $1,298,000 | +5.9% | 11,364 | 0.0% | 0.09% | -8.2% |
| Q3 2017 | $1,226,000 | -0.1% | 11,364 | -2.8% | 0.10% | -10.2% |
| Q2 2017 | $1,227,000 | +3.5% | 11,692 | +2.5% | 0.11% | +5.9% |
| Q1 2017 | $1,186,000 | +2.6% | 11,404 | 0.0% | 0.10% | -2.9% |
| Q4 2016 | $1,156,000 | +4.4% | 11,404 | -2.2% | 0.10% | +4.0% |
| Q3 2016 | $1,107,000 | +5.8% | 11,656 | +3.6% | 0.10% | +2.0% |
| Q2 2016 | $1,046,000 | -1.2% | 11,256 | -4.4% | 0.10% | -5.7% |
| Q1 2016 | $1,059,000 | -17.5% | 11,778 | -18.8% | 0.10% | -10.3% |
| Q4 2015 | $1,284,000 | -2.8% | 14,499 | -7.8% | 0.12% | -15.8% |
| Q3 2015 | $1,321,000 | -10.0% | 15,725 | -1.2% | 0.14% | -2.8% |
| Q2 2015 | $1,468,000 | -0.4% | 15,922 | +0.0% | 0.14% | -1.4% |
| Q1 2015 | $1,474,000 | -1.3% | 15,921 | +0.0% | 0.14% | -4.0% |
| Q4 2014 | $1,493,000 | +4.1% | 15,920 | +0.0% | 0.15% | +4.1% |
| Q3 2014 | $1,434,000 | -0.2% | 15,919 | +0.0% | 0.14% | -11.0% |
| Q2 2014 | $1,437,000 | +1.6% | 15,915 | -2.2% | 0.16% | -11.4% |
| Q1 2014 | $1,414,000 | +1.7% | 16,273 | -0.0% | 0.18% | -4.7% |
| Q4 2013 | $1,391,000 | +1.2% | 16,274 | -7.3% | 0.19% | -11.1% |
| Q3 2013 | $1,375,000 | +12.4% | 17,557 | +9.3% | 0.22% | -2.3% |
| Q2 2013 | $1,223,000 | – | 16,059 | – | 0.22% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 467,574 | $59,859,000 | 23.71% |
| LPWM LLC | 208,165 | $26,649,000 | 19.89% |
| Willis Johnson & Associates, Inc. | 622,357 | $79,674,000 | 13.30% |
| MMA ASSET MANAGEMENT LLC | 91,276 | $11,685,000 | 11.36% |
| Powell Investment Advisors, LLC | 115,050 | $14,729,000 | 11.20% |
| Halpern Financial, Inc. | 160,532 | $20,551,311 | 10.69% |
| Praetorian Wealth Management, Inc. | 211,425 | $27,066,000 | 10.34% |
| FINANCIAL LIFE ADVISORS | 145,813 | $18,666,000 | 9.66% |
| Strategic Wealth Partners Group, LLC | 350,915 | $44,924,000 | 9.53% |
| AMARILLO NATIONAL BANK | 266,126 | $34,069,000 | 9.32% |