ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 619 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2021 | $58,000 | +5.5% | 391 | 0.0% | 0.03% | +30.4% |
Q1 2021 | $55,000 | +10.0% | 391 | 0.0% | 0.02% | 0.0% |
Q4 2020 | $50,000 | +13.6% | 391 | 0.0% | 0.02% | 0.0% |
Q3 2020 | $44,000 | +4.8% | 391 | 0.0% | 0.02% | +4.5% |
Q2 2020 | $42,000 | +10.5% | 391 | 0.0% | 0.02% | -8.3% |
Q1 2020 | $38,000 | -25.5% | 391 | 0.0% | 0.02% | +4.3% |
Q4 2019 | $51,000 | +8.5% | 391 | 0.0% | 0.02% | +4.5% |
Q3 2019 | $47,000 | -35.6% | 391 | -37.8% | 0.02% | -35.3% |
Q2 2019 | $73,000 | +2.8% | 629 | 0.0% | 0.03% | +9.7% |
Q1 2019 | $71,000 | +10.9% | 629 | 0.0% | 0.03% | +3.3% |
Q4 2018 | $64,000 | -12.3% | 629 | 0.0% | 0.03% | +11.1% |
Q3 2018 | $73,000 | +5.8% | 629 | 0.0% | 0.03% | -6.9% |
Q2 2018 | $69,000 | 0.0% | 629 | 0.0% | 0.03% | +45.0% |
Q1 2018 | $69,000 | -4.2% | 629 | 0.0% | 0.02% | -4.8% |
Q4 2017 | $72,000 | -22.6% | 629 | -27.4% | 0.02% | -32.3% |
Q3 2017 | $93,000 | -7.0% | 866 | -8.6% | 0.03% | -13.9% |
Q2 2017 | $100,000 | +14.9% | 948 | -2.1% | 0.04% | -18.2% |
Q3 2014 | $87,000 | 0.0% | 968 | 0.0% | 0.04% | +4.8% |
Q2 2014 | $87,000 | +3.6% | 968 | 0.0% | 0.04% | +55.6% |
Q1 2014 | $84,000 | +300.0% | 968 | +303.3% | 0.03% | +285.7% |
Q4 2013 | $21,000 | – | 240 | – | 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% |