ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 645 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.13 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,882,000 | -62.0% | 14,642 | -59.0% | 0.08% | -61.2% |
| Q2 2022 | $4,959,000 | -18.0% | 35,748 | -6.5% | 0.21% | -9.9% |
| Q1 2022 | $6,045,000 | +258.5% | 38,215 | +255.9% | 0.23% | +193.7% |
| Q4 2021 | $1,686,000 | -21.4% | 10,737 | -26.8% | 0.08% | -24.8% |
| Q3 2021 | $2,145,000 | +0.7% | 14,673 | +1.7% | 0.10% | +8.2% |
| Q2 2021 | $2,130,000 | +11.3% | 14,424 | +6.5% | 0.10% | -3.0% |
| Q1 2021 | $1,913,000 | +9.6% | 13,544 | -0.7% | 0.10% | +7.5% |
| Q4 2020 | $1,745,000 | +13.2% | 13,633 | -0.5% | 0.09% | -27.3% |
| Q3 2020 | $1,541,000 | +0.3% | 13,705 | -3.3% | 0.13% | -9.2% |
| Q2 2020 | $1,536,000 | +10.2% | 14,178 | -5.2% | 0.14% | +11.9% |
| Q1 2020 | $1,394,000 | -7.2% | 14,958 | +29.6% | 0.13% | +16.7% |
| Q4 2019 | $1,502,000 | +11.5% | 11,542 | +1.0% | 0.11% | +5.9% |
| Q3 2019 | $1,347,000 | +15.0% | 11,426 | +14.2% | 0.10% | +15.9% |
| Q2 2019 | $1,171,000 | -1.4% | 10,004 | -4.1% | 0.09% | -12.0% |
| Q1 2019 | $1,188,000 | -35.8% | 10,431 | -41.5% | 0.10% | -39.4% |
| Q4 2018 | $1,851,000 | +31.6% | 17,841 | +46.9% | 0.16% | -6.2% |
| Q3 2018 | $1,407,000 | +2.6% | 12,149 | -3.1% | 0.18% | +109.5% |
| Q1 2018 | $1,371,000 | -19.4% | 12,542 | -15.8% | 0.08% | -52.8% |
| Q4 2017 | $1,701,000 | -15.0% | 14,891 | -19.7% | 0.18% | -45.2% |
| Q3 2017 | $2,001,000 | +63.6% | 18,542 | +59.0% | 0.32% | +85.7% |
| Q2 2017 | $1,223,000 | -32.1% | 11,660 | -34.3% | 0.18% | -40.1% |
| Q4 2016 | $1,800,000 | -35.4% | 17,755 | -39.5% | 0.29% | -26.4% |
| Q3 2016 | $2,785,000 | -19.3% | 29,332 | -21.1% | 0.40% | -39.0% |
| Q2 2016 | $3,453,000 | +14.8% | 37,172 | +11.1% | 0.65% | -32.2% |
| Q1 2016 | $3,008,000 | +17.9% | 33,448 | +10.1% | 0.96% | -1.8% |
| Q3 2015 | $2,552,000 | -99.9% | 30,375 | +56.2% | 0.98% | +11.5% |
| Q2 2015 | $1,792,562,000 | +80.0% | 19,440 | +80.7% | 0.88% | +57.7% |
| Q1 2015 | $996,038,000 | +85.0% | 10,761 | +87.4% | 0.56% | +123.3% |
| Q4 2014 | $538,427,000 | – | 5,742 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 467,574 | $59,859,000 | 23.71% |
| LPWM LLC | 208,165 | $26,649,000 | 19.89% |
| Willis Johnson & Associates, Inc. | 622,357 | $79,674,000 | 13.30% |
| MMA ASSET MANAGEMENT LLC | 91,276 | $11,685,000 | 11.36% |
| Powell Investment Advisors, LLC | 115,050 | $14,729,000 | 11.20% |
| Halpern Financial, Inc. | 160,532 | $20,551,311 | 10.69% |
| Praetorian Wealth Management, Inc. | 211,425 | $27,066,000 | 10.34% |
| FINANCIAL LIFE ADVISORS | 145,813 | $18,666,000 | 9.66% |
| Strategic Wealth Partners Group, LLC | 350,915 | $44,924,000 | 9.53% |
| AMARILLO NATIONAL BANK | 266,126 | $34,069,000 | 9.32% |