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 2020 | $7,556,000 | -13.7% | 67,192 | -17.0% | 0.25% | -21.6% |
| Q2 2020 | $8,757,000 | +13.1% | 80,927 | +0.6% | 0.32% | -2.7% |
| Q1 2020 | $7,740,000 | -31.2% | 80,411 | -6.9% | 0.33% | -12.4% |
| Q4 2019 | $11,249,000 | +7.6% | 86,375 | -1.5% | 0.38% | +2.2% |
| Q3 2019 | $10,455,000 | -9.7% | 87,696 | -11.7% | 0.37% | -7.0% |
| Q2 2019 | $11,573,000 | -17.2% | 99,278 | -20.0% | 0.40% | -16.5% |
| Q1 2019 | $13,983,000 | +31.5% | 124,026 | +18.1% | 0.48% | +14.0% |
| Q4 2018 | $10,631,000 | +36.5% | 104,997 | +56.3% | 0.42% | +57.3% |
| Q3 2018 | $7,787,000 | +22.4% | 67,198 | +16.4% | 0.27% | +11.2% |
| Q2 2018 | $6,360,000 | -15.1% | 57,748 | -15.6% | 0.24% | -17.0% |
| Q1 2018 | $7,490,000 | -12.5% | 68,456 | -8.7% | 0.29% | -15.2% |
| Q4 2017 | $8,560,000 | +12.5% | 75,002 | +6.4% | 0.34% | +4.0% |
| Q3 2017 | $7,612,000 | +9.5% | 70,496 | +6.2% | 0.33% | +5.8% |
| Q2 2017 | $6,953,000 | +10.0% | 66,394 | +9.5% | 0.31% | -5.2% |
| Q1 2017 | $6,323,000 | -24.5% | 60,648 | -26.6% | 0.33% | -22.7% |
| Q4 2016 | $8,375,000 | +46.1% | 82,609 | +36.9% | 0.42% | +39.1% |
| Q3 2016 | $5,732,000 | -7.5% | 60,359 | -9.5% | 0.30% | -11.9% |
| Q2 2016 | $6,200,000 | -20.8% | 66,666 | -23.5% | 0.34% | -20.7% |
| Q1 2016 | $7,827,000 | +38.5% | 87,093 | +36.4% | 0.44% | +48.5% |
| Q4 2015 | $5,652,000 | +26.0% | 63,855 | +19.8% | 0.29% | +18.6% |
| Q3 2015 | $4,484,000 | -11.5% | 53,312 | -3.1% | 0.25% | +8.8% |
| Q2 2015 | $5,069,000 | -4.5% | 55,034 | -4.0% | 0.23% | -35.3% |
| Q1 2015 | $5,307,000 | -37.0% | 57,340 | -36.2% | 0.35% | -42.7% |
| Q4 2014 | $8,420,000 | +32.3% | 89,834 | +27.1% | 0.61% | +21.4% |
| Q3 2014 | $6,363,000 | -5.8% | 70,667 | -5.5% | 0.50% | +1.8% |
| Q2 2014 | $6,756,000 | +89.2% | 74,810 | +82.1% | 0.50% | +85.1% |
| Q1 2014 | $3,571,000 | -12.4% | 41,073 | -14.0% | 0.27% | -18.0% |
| Q4 2013 | $4,078,000 | -46.5% | 47,743 | -51.0% | 0.33% | -26.4% |
| Q3 2013 | $7,623,000 | +37.1% | 97,427 | +33.0% | 0.44% | +0.2% |
| Q2 2013 | $5,560,000 | – | 73,276 | – | 0.44% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 405,131 | $62,325,359 | 23.11% |
| Quantitative Strategies, Inc. | 187,158 | $28,792,372 | 19.37% |
| Foundation Wealth Management, LLC | 121,130 | $18,634,505 | 18.62% |
| LPWM LLC | 254,891 | $38,975,312 | 17.52% |
| Halpern Financial, Inc. | 281,683 | $43,334,118 | 14.96% |
| Praetorian Wealth Management, Inc. | 283,325 | $43,586,718 | 13.85% |
| Powell Investment Advisors, LLC | 138,335 | $21,397,622 | 12.86% |
| FINANCIAL LIFE ADVISORS | 177,823 | $27,356,344 | 11.77% |
| LVZ, Inc. | 458,002 | $70,459,044 | 11.36% |
| INSTRUMENTAL WEALTH, LLC | 58,076 | $9,034,945 | 10.55% |