ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 321 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 1.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $823,813 | -4.6% | 5,355 | 0.0% | 0.16% | -3.0% |
| Q2 2023 | $863,172 | +3.6% | 5,355 | -2.4% | 0.17% | +9.2% |
| Q1 2023 | $832,842 | +4.6% | 5,488 | +0.0% | 0.15% | +4.8% |
| Q4 2022 | $796,037 | +12.9% | 5,487 | 0.0% | 0.15% | -3.9% |
| Q3 2022 | $705,000 | -6.5% | 5,487 | +0.0% | 0.15% | -1.3% |
| Q2 2022 | $754,000 | -11.7% | 5,486 | +0.0% | 0.15% | +4.8% |
| Q1 2022 | $854,000 | -0.6% | 5,485 | +0.0% | 0.15% | +5.8% |
| Q4 2021 | $859,000 | +7.8% | 5,484 | 0.0% | 0.14% | -8.6% |
| Q3 2021 | $797,000 | -1.6% | 5,484 | +0.0% | 0.15% | -17.4% |
| Q2 2021 | $810,000 | +4.7% | 5,483 | 0.0% | 0.18% | -1.6% |
| Q1 2021 | $774,000 | +4.6% | 5,483 | -0.7% | 0.19% | +6.2% |
| Q4 2020 | $740,000 | +24.4% | 5,522 | +4.3% | 0.18% | +4.1% |
| Q3 2020 | $595,000 | +3.8% | 5,295 | 0.0% | 0.17% | +1.2% |
| Q2 2020 | $573,000 | +10.0% | 5,295 | -2.2% | 0.17% | -5.1% |
| Q1 2020 | $521,000 | -23.8% | 5,412 | +3.0% | 0.18% | -1.7% |
| Q4 2019 | $684,000 | +9.3% | 5,255 | 0.0% | 0.18% | +1.1% |
| Q3 2019 | $626,000 | +3.5% | 5,255 | 0.0% | 0.18% | +1.1% |
| Q2 2019 | $605,000 | +2.2% | 5,255 | 0.0% | 0.18% | -41.7% |
| Q1 2019 | $592,000 | +2.6% | 5,255 | 0.0% | 0.30% | -2.6% |
| Q4 2018 | $577,000 | +0.5% | 5,255 | -1.5% | 0.31% | +5.8% |
| Q3 2018 | $574,000 | -2.4% | 5,336 | 0.0% | 0.29% | -2.0% |
| Q2 2018 | $588,000 | +96.0% | 5,336 | +94.6% | 0.30% | +120.0% |
| Q1 2018 | $300,000 | -33.2% | 2,742 | -30.2% | 0.14% | -26.2% |
| Q4 2017 | $449,000 | -27.8% | 3,931 | -30.8% | 0.18% | -32.5% |
| Q3 2017 | $622,000 | -0.8% | 5,684 | -3.3% | 0.27% | -2.5% |
| Q2 2017 | $627,000 | -55.5% | 5,880 | -56.6% | 0.28% | -52.2% |
| Q1 2017 | $1,408,000 | +216.4% | 13,541 | +185.6% | 0.58% | +181.2% |
| Q4 2014 | $445,000 | +16.2% | 4,741 | +12.0% | 0.21% | +3.5% |
| Q3 2014 | $383,000 | +86.8% | 4,234 | +86.3% | 0.20% | +92.3% |
| Q2 2014 | $205,000 | – | 2,273 | – | 0.10% | – |
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% |