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 | $8,160,906 | -4.0% | 53,048 | +0.6% | 5.27% | +24.1% |
| Q2 2023 | $8,501,842 | +21.3% | 52,744 | +17.2% | 4.24% | +26.9% |
| Q1 2022 | $7,007,000 | +30365.2% | 44,995 | +22397.5% | 3.34% | +7331.1% |
| Q2 2019 | $23,000 | 0.0% | 200 | 0.0% | 0.04% | +2.3% |
| Q1 2019 | $23,000 | -90.1% | 200 | -91.3% | 0.04% | -84.1% |
| Q4 2018 | $232,000 | -12.8% | 2,294 | 0.0% | 0.28% | -8.6% |
| Q3 2018 | $266,000 | -0.7% | 2,294 | -5.7% | 0.30% | +7.1% |
| Q2 2018 | $268,000 | -3.9% | 2,433 | -4.7% | 0.28% | -2.4% |
| Q1 2018 | $279,000 | -17.0% | 2,554 | -13.2% | 0.29% | -28.1% |
| Q4 2017 | $336,000 | -34.8% | 2,943 | -38.3% | 0.40% | -27.4% |
| Q3 2017 | $515,000 | -0.6% | 4,771 | -3.2% | 0.55% | 0.0% |
| Q2 2017 | $518,000 | -47.4% | 4,931 | -47.9% | 0.55% | -42.4% |
| Q1 2017 | $985,000 | -51.4% | 9,466 | -52.7% | 0.96% | -30.3% |
| Q4 2016 | $2,027,000 | -7.7% | 19,996 | -13.5% | 1.38% | +3.1% |
| Q3 2016 | $2,195,000 | -45.7% | 23,111 | -46.9% | 1.34% | -47.8% |
| Q2 2016 | $4,044,000 | -4.1% | 43,531 | -7.2% | 2.56% | -2.5% |
| Q1 2016 | $4,216,000 | -3.1% | 46,884 | -4.6% | 2.63% | -1.4% |
| Q4 2015 | $4,352,000 | -8.5% | 49,157 | -13.2% | 2.66% | -10.0% |
| Q3 2015 | $4,756,000 | -8.7% | 56,604 | +0.2% | 2.96% | +1.9% |
| Q2 2015 | $5,210,000 | +13.2% | 56,501 | +13.6% | 2.90% | +13.4% |
| Q1 2015 | $4,604,000 | -16.6% | 49,744 | -15.5% | 2.56% | -26.9% |
| Q4 2014 | $5,518,000 | +15.8% | 58,851 | +11.2% | 3.50% | +6.0% |
| Q3 2014 | $4,766,000 | +6.1% | 52,918 | +6.3% | 3.31% | +7.3% |
| Q2 2014 | $4,494,000 | +7.7% | 49,778 | +3.7% | 3.08% | -3.7% |
| Q1 2014 | $4,172,000 | +7.6% | 48,006 | +5.8% | 3.20% | +1.3% |
| Q4 2013 | $3,878,000 | +20.5% | 45,381 | +10.5% | 3.16% | -25.0% |
| Q3 2013 | $3,218,000 | +16.9% | 41,083 | +13.1% | 4.21% | +67.2% |
| Q2 2013 | $2,752,000 | – | 36,320 | – | 2.52% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 422,168 | $66,124,000 | 21.89% |
| LPWM LLC | 236,761 | $37,084,000 | 19.67% |
| Halpern Financial, Inc. | 212,453 | $33,276,519 | 14.24% |
| LVZ, Inc. | 604,819 | $94,733,000 | 12.66% |
| Praetorian Wealth Management, Inc. | 231,868 | $36,317,000 | 11.79% |
| Powell Investment Advisors, LLC | 127,195 | $19,923,000 | 11.32% |
| MMA ASSET MANAGEMENT LLC | 93,551 | $14,653,000 | 10.36% |
| FINANCIAL LIFE ADVISORS | 166,005 | $26,001,000 | 10.24% |
| AMARILLO NATIONAL BANK | 325,575 | $50,995,000 | 9.98% |
| Strategic Wealth Partners Group, LLC | 343,916 | $53,868,000 | 9.34% |