ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 447 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.82 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $32,768 | -4.6% | 213 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $34,333 | +6.2% | 213 | 0.0% | 0.01% | -14.3% |
Q1 2023 | $32,325 | +4.6% | 213 | 0.0% | 0.01% | +16.7% |
Q4 2022 | $30,900 | +14.4% | 213 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $27,000 | -6.9% | 213 | 0.0% | 0.01% | +20.0% |
Q2 2022 | $29,000 | -12.1% | 213 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $33,000 | 0.0% | 213 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $33,000 | +6.5% | 213 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $31,000 | 0.0% | 213 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $31,000 | +3.3% | 213 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $30,000 | +11.1% | 213 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $27,000 | +12.5% | 213 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $24,000 | +4.3% | 213 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $23,000 | +9.5% | 213 | 0.0% | 0.01% | -16.7% |
Q1 2020 | $21,000 | -25.0% | 213 | 0.0% | 0.01% | -14.3% |
Q4 2019 | $28,000 | +12.0% | 213 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $25,000 | 0.0% | 213 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $25,000 | +4.2% | 213 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $24,000 | +9.1% | 213 | 0.0% | 0.01% | -12.5% |
Q4 2018 | $22,000 | -12.0% | 213 | 0.0% | 0.01% | -11.1% |
Q3 2018 | $25,000 | +8.7% | 213 | +0.5% | 0.01% | +12.5% |
Q2 2018 | $23,000 | 0.0% | 212 | 0.0% | 0.01% | +14.3% |
Q1 2018 | $23,000 | -4.2% | 212 | +0.5% | 0.01% | -12.5% |
Q4 2017 | $24,000 | -46.7% | 211 | -49.9% | 0.01% | -46.7% |
Q3 2017 | $45,000 | +104.5% | 421 | +102.4% | 0.02% | +87.5% |
Q2 2017 | $22,000 | 0.0% | 208 | 0.0% | 0.01% | -11.1% |
Q1 2017 | $22,000 | +4.8% | 208 | +0.5% | 0.01% | 0.0% |
Q4 2016 | $21,000 | +5.0% | 207 | +0.5% | 0.01% | 0.0% |
Q3 2016 | $20,000 | +5.3% | 206 | +0.5% | 0.01% | 0.0% |
Q2 2016 | $19,000 | +5.6% | 205 | +0.5% | 0.01% | -10.0% |
Q1 2016 | $18,000 | -93.9% | 204 | -93.9% | 0.01% | -94.1% |
Q4 2015 | $296,000 | +996.3% | 3,347 | +949.2% | 0.17% | +900.0% |
Q3 2015 | $27,000 | -6.9% | 319 | 0.0% | 0.02% | -5.6% |
Q2 2015 | $29,000 | 0.0% | 319 | +0.3% | 0.02% | 0.0% |
Q1 2015 | $29,000 | -3.3% | 318 | +0.3% | 0.02% | -14.3% |
Q4 2014 | $30,000 | +3.4% | 317 | +0.3% | 0.02% | -4.5% |
Q3 2014 | $29,000 | +3.6% | 316 | 0.0% | 0.02% | 0.0% |
Q2 2014 | $28,000 | +64.7% | 316 | +60.4% | 0.02% | +57.1% |
Q1 2014 | $17,000 | 0.0% | 197 | +0.5% | 0.01% | 0.0% |
Q4 2013 | $17,000 | -45.2% | 196 | -49.7% | 0.01% | -53.3% |
Q3 2013 | $31,000 | – | 390 | – | 0.03% | – |
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% |