ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 708 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.14 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $992,806 | -3.3% | 6,453 | +1.3% | 0.08% | -2.3% |
| Q2 2023 | $1,026,860 | +5.2% | 6,370 | -0.9% | 0.09% | 0.0% |
| Q1 2023 | $975,857 | +7.0% | 6,430 | +2.3% | 0.09% | -2.3% |
| Q4 2022 | $911,685 | +21.1% | 6,284 | +7.3% | 0.09% | +11.4% |
| Q3 2022 | $753,000 | -3.0% | 5,856 | +3.7% | 0.08% | -2.5% |
| Q2 2022 | $776,000 | -9.3% | 5,648 | +2.8% | 0.08% | +2.5% |
| Q1 2022 | $856,000 | +13.2% | 5,496 | +13.9% | 0.08% | +17.9% |
| Q4 2021 | $756,000 | +25.0% | 4,826 | +16.0% | 0.07% | +13.6% |
| Q3 2021 | $605,000 | -2.9% | 4,162 | -1.3% | 0.06% | -4.8% |
| Q2 2021 | $623,000 | +75.5% | 4,218 | +51.9% | 0.06% | +55.0% |
| Q4 2020 | $355,000 | -8.0% | 2,776 | -22.2% | 0.04% | -43.7% |
| Q2 2020 | $386,000 | -40.3% | 3,566 | -28.3% | 0.07% | -38.8% |
| Q4 2019 | $647,000 | +8.7% | 4,976 | -0.3% | 0.12% | 0.0% |
| Q3 2019 | $595,000 | -3.1% | 4,993 | -5.1% | 0.12% | -3.3% |
| Q2 2019 | $614,000 | +2.3% | 5,264 | -1.0% | 0.12% | -1.6% |
| Q1 2019 | $600,000 | +60.4% | 5,318 | +43.9% | 0.12% | +48.8% |
| Q4 2018 | $374,000 | -34.7% | 3,695 | -25.3% | 0.08% | -32.2% |
| Q3 2018 | $573,000 | +36.8% | 4,944 | +29.9% | 0.12% | -4.7% |
| Q2 2018 | $419,000 | -29.9% | 3,805 | -30.4% | 0.13% | -3.8% |
| Q1 2018 | $598,000 | -1.3% | 5,469 | +3.0% | 0.13% | -2.2% |
| Q4 2017 | $606,000 | +14.1% | 5,308 | +7.8% | 0.14% | +8.9% |
| Q3 2017 | $531,000 | -23.3% | 4,925 | -25.3% | 0.12% | -27.5% |
| Q2 2017 | $692,000 | +12.3% | 6,591 | +11.4% | 0.17% | +6.2% |
| Q1 2017 | $616,000 | +6.0% | 5,918 | +3.2% | 0.16% | 0.0% |
| Q4 2016 | $581,000 | +22.6% | 5,733 | +14.8% | 0.16% | +20.1% |
| Q3 2016 | $474,000 | -11.2% | 4,994 | -13.2% | 0.13% | -8.8% |
| Q2 2016 | $534,000 | +3.5% | 5,752 | +0.2% | 0.15% | +5.0% |
| Q1 2016 | $516,000 | +13.9% | 5,742 | +12.1% | 0.14% | +19.7% |
| Q4 2015 | $453,000 | +42.9% | 5,120 | +35.6% | 0.12% | +42.7% |
| Q3 2015 | $317,000 | -21.9% | 3,776 | -14.4% | 0.08% | -25.5% |
| Q2 2015 | $406,000 | +9.4% | 4,410 | +10.0% | 0.11% | +19.6% |
| Q1 2015 | $371,000 | -3.1% | 4,009 | -1.8% | 0.09% | -10.7% |
| Q4 2014 | $383,000 | -4.7% | 4,083 | -8.4% | 0.10% | -14.9% |
| Q3 2014 | $402,000 | 0.0% | 4,458 | +0.0% | 0.12% | -15.4% |
| Q2 2014 | $402,000 | +11.0% | 4,457 | +7.1% | 0.14% | -6.5% |
| Q1 2014 | $362,000 | +2.0% | 4,160 | +0.1% | 0.15% | -24.6% |
| Q4 2013 | $355,000 | +11.6% | 4,156 | +2.3% | 0.20% | +9.1% |
| Q3 2013 | $318,000 | +7.8% | 4,061 | +5.0% | 0.19% | +14.1% |
| Q2 2013 | $295,000 | – | 3,868 | – | 0.16% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 405,131 | $62,325,359 | 23.11% |
| Quantitative Strategies, Inc. | 187,158 | $28,792,372 | 19.37% |
| Foundation Wealth Management, LLC | 121,130 | $18,634,505 | 18.62% |
| LPWM LLC | 254,891 | $38,975,312 | 17.52% |
| Halpern Financial, Inc. | 281,683 | $43,334,118 | 14.96% |
| Praetorian Wealth Management, Inc. | 283,325 | $43,586,718 | 13.85% |
| Powell Investment Advisors, LLC | 138,335 | $21,397,622 | 12.86% |
| FINANCIAL LIFE ADVISORS | 177,823 | $27,356,344 | 11.77% |
| LVZ, Inc. | 458,002 | $70,459,044 | 11.36% |
| INSTRUMENTAL WEALTH, LLC | 58,076 | $9,034,945 | 10.55% |