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 | $180,010 | -1.3% | 1,170 | +3.4% | 0.24% | -14.3% |
| Q2 2023 | $182,324 | +16.8% | 1,131 | +10.0% | 0.28% | +12.0% |
| Q1 2023 | $156,081 | +479.7% | 1,028 | +452.7% | 0.25% | +443.5% |
| Q4 2022 | $26,926 | +12.2% | 186 | +1.6% | 0.05% | +4.5% |
| Q3 2022 | $24,000 | -4.0% | 183 | 0.0% | 0.04% | +7.3% |
| Q2 2022 | $25,000 | -10.7% | 183 | +0.5% | 0.04% | +2.5% |
| Q1 2022 | $28,000 | 0.0% | 182 | 0.0% | 0.04% | +11.1% |
| Q4 2021 | $28,000 | -36.4% | 182 | -39.3% | 0.04% | -36.8% |
| Q3 2021 | $44,000 | 0.0% | 300 | 0.0% | 0.06% | -3.4% |
| Q2 2021 | $44,000 | -22.8% | 300 | -25.0% | 0.06% | -28.0% |
| Q1 2021 | $57,000 | +11.8% | 400 | 0.0% | 0.08% | +7.9% |
| Q4 2020 | $51,000 | +13.3% | 400 | +0.5% | 0.08% | -1.3% |
| Q3 2020 | $45,000 | +9.8% | 398 | +4.2% | 0.08% | -11.5% |
| Q2 2020 | $41,000 | +17.1% | 382 | +4.4% | 0.09% | +16.0% |
| Q1 2020 | $35,000 | +29.6% | 366 | +78.5% | 0.08% | +33.9% |
| Q4 2019 | $27,000 | +42.1% | 205 | +28.1% | 0.06% | +36.6% |
| Q3 2019 | $19,000 | 0.0% | 160 | 0.0% | 0.04% | -16.3% |
| Q2 2019 | $19,000 | +5.6% | 160 | 0.0% | 0.05% | +8.9% |
| Q1 2019 | $18,000 | +12.5% | 160 | 0.0% | 0.04% | -11.8% |
| Q4 2018 | $16,000 | -15.8% | 160 | 0.0% | 0.05% | -13.6% |
| Q3 2018 | $19,000 | +5.6% | 160 | 0.0% | 0.06% | -6.3% |
| Q2 2018 | $18,000 | +5.9% | 160 | 0.0% | 0.06% | +3.3% |
| Q1 2018 | $17,000 | -5.6% | 160 | 0.0% | 0.06% | -28.2% |
| Q4 2017 | $18,000 | +5.9% | 160 | 0.0% | 0.08% | +1.2% |
| Q3 2017 | $17,000 | 0.0% | 160 | 0.0% | 0.08% | -8.7% |
| Q2 2017 | $17,000 | 0.0% | 160 | 0.0% | 0.09% | -6.1% |
| Q1 2017 | $17,000 | +6.2% | 160 | 0.0% | 0.10% | +12.6% |
| Q4 2016 | $16,000 | +6.7% | 160 | 0.0% | 0.09% | +29.9% |
| Q3 2016 | $15,000 | – | 160 | – | 0.07% | – |
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% |