ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 726 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $350,094 | -58.5% | 2,276 | -56.5% | 0.01% | -17.6% |
| Q2 2023 | $843,250 | +118.1% | 5,232 | +105.3% | 0.02% | -22.7% |
| Q1 2023 | $386,609 | +7.0% | 2,548 | +2.3% | 0.02% | +100.0% |
| Q4 2022 | $361,224 | +0.6% | 2,490 | -10.8% | 0.01% | -64.5% |
| Q3 2022 | $359,000 | -6.5% | 2,791 | 0.0% | 0.03% | -3.1% |
| Q2 2022 | $384,000 | -30.3% | 2,791 | -21.1% | 0.03% | -17.9% |
| Q1 2022 | $551,000 | -0.5% | 3,538 | 0.0% | 0.04% | -2.5% |
| Q4 2021 | $554,000 | +8.2% | 3,538 | +0.4% | 0.04% | -9.1% |
| Q3 2021 | $512,000 | -1.7% | 3,524 | -0.1% | 0.04% | -4.3% |
| Q2 2021 | $521,000 | +4.6% | 3,526 | +0.1% | 0.05% | -9.8% |
| Q1 2021 | $498,000 | -7.1% | 3,524 | -15.9% | 0.05% | -17.7% |
| Q4 2020 | $536,000 | +5.5% | 4,188 | -7.2% | 0.06% | -12.7% |
| Q3 2020 | $508,000 | -22.0% | 4,514 | -24.9% | 0.07% | -31.1% |
| Q2 2020 | $651,000 | -9.6% | 6,014 | -12.1% | 0.10% | -23.1% |
| Q1 2020 | $720,000 | -7.2% | 6,839 | +14.5% | 0.13% | -15.2% |
| Q4 2019 | $776,000 | +24.6% | 5,972 | +14.9% | 0.16% | +8.2% |
| Q3 2019 | $623,000 | +2.3% | 5,199 | -0.5% | 0.15% | +2.1% |
| Q2 2019 | $609,000 | +128.1% | 5,223 | +127.2% | 0.14% | +130.6% |
| Q1 2019 | $267,000 | +20.3% | 2,299 | +12.2% | 0.06% | +8.8% |
| Q4 2018 | $222,000 | +7300.0% | 2,049 | +8437.5% | 0.06% | +5600.0% |
| Q1 2018 | $3,000 | -99.2% | 24 | -99.1% | 0.00% | -96.8% |
| Q3 2011 | $359,000 | – | 2,791 | – | 0.03% | – |
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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% |