ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 634 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.52 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $69,072 | -23.8% | 448,986 | -20.1% | 0.42% | -24.5% |
| Q2 2023 | $90,623 | +7.3% | 562,211 | +1.0% | 0.56% | -1.9% |
| Q1 2023 | $84,489 | +1.4% | 556,726 | -3.0% | 0.57% | -6.9% |
| Q4 2022 | $83,283 | -99.9% | 574,091 | -1.9% | 0.61% | +2.5% |
| Q3 2022 | $75,234,000 | -5.8% | 585,384 | +0.8% | 0.60% | -3.2% |
| Q2 2022 | $79,824,000 | -24.6% | 580,705 | -14.6% | 0.62% | -17.7% |
| Q1 2022 | $105,853,000 | +2.3% | 679,765 | +2.9% | 0.75% | +3.0% |
| Q4 2021 | $103,483,000 | +18.8% | 660,686 | +12.0% | 0.73% | +5.0% |
| Q2 2021 | $87,085,000 | 0.0% | 589,848 | 0.0% | 0.69% | 0.0% |
| Q1 2021 | $87,085,000 | 0.0% | 589,848 | 0.0% | 0.69% | 0.0% |
| Q4 2020 | $87,085,000 | 0.0% | 589,848 | 0.0% | 0.69% | 0.0% |
| Q3 2020 | $87,085,000 | 0.0% | 589,848 | 0.0% | 0.69% | 0.0% |
| Q2 2020 | $87,085,000 | 0.0% | 589,848 | 0.0% | 0.69% | 0.0% |
| Q1 2020 | $87,085,000 | 0.0% | 589,848 | 0.0% | 0.69% | 0.0% |
| Q4 2019 | $87,085,000 | 0.0% | 589,848 | 0.0% | 0.69% | 0.0% |
| Q3 2019 | $87,085,000 | 0.0% | 589,848 | 0.0% | 0.69% | 0.0% |
| Q2 2019 | $87,085,000 | 0.0% | 589,848 | 0.0% | 0.69% | 0.0% |
| Q1 2019 | $87,085,000 | +256.6% | 589,848 | +144.3% | 0.69% | +13.8% |
| Q4 2018 | $24,421,000 | +12.0% | 241,457 | +28.3% | 0.61% | +9.5% |
| Q3 2018 | $21,799,000 | +55.6% | 188,178 | +47.9% | 0.56% | +20.8% |
| Q2 2018 | $14,014,000 | +24.6% | 127,248 | +23.7% | 0.46% | +3.1% |
| Q1 2018 | $11,251,000 | +3.4% | 102,896 | +8.0% | 0.45% | -7.5% |
| Q4 2017 | $10,880,000 | +20.9% | 95,242 | +14.2% | 0.48% | +13.6% |
| Q3 2017 | $8,998,000 | +12.5% | 83,381 | +9.4% | 0.42% | +3.7% |
| Q2 2017 | $7,999,000 | +8.1% | 76,213 | +7.2% | 0.41% | -1.9% |
| Q1 2017 | $7,397,000 | +83.8% | 71,099 | +79.1% | 0.42% | +69.2% |
| Q4 2016 | $4,025,000 | +156.0% | 39,704 | +139.9% | 0.25% | +126.6% |
| Q3 2016 | $1,572,000 | +1520.6% | 16,553 | +1490.1% | 0.11% | +1457.1% |
| Q2 2016 | $97,000 | +31.1% | 1,041 | +25.7% | 0.01% | +16.7% |
| Q1 2016 | $74,000 | -11.9% | 828 | -12.4% | 0.01% | -25.0% |
| Q4 2015 | $84,000 | +61.5% | 945 | +53.2% | 0.01% | +60.0% |
| Q3 2015 | $52,000 | – | 617 | – | 0.01% | – |
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% |