ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 527 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 0.41 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $14,417 | +4.6% | 95 | 0.0% | 0.00% | – |
| Q4 2022 | $13,782 | +14.8% | 95 | 0.0% | 0.00% | – |
| Q3 2022 | $12,000 | -7.7% | 95 | 0.0% | 0.00% | – |
| Q2 2022 | $13,000 | -13.3% | 95 | 0.0% | 0.00% | -100.0% |
| Q1 2022 | $15,000 | 0.0% | 95 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $15,000 | +7.1% | 95 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $14,000 | -96.0% | 95 | -96.9% | 0.00% | -96.4% |
| Q4 2017 | $351,000 | +5.7% | 3,076 | 0.0% | 0.03% | 0.0% |
| Q3 2017 | $332,000 | +2.8% | 3,076 | 0.0% | 0.03% | -3.4% |
| Q2 2017 | $323,000 | +0.9% | 3,076 | 0.0% | 0.03% | -6.5% |
| Q1 2017 | $320,000 | +2.6% | 3,076 | 0.0% | 0.03% | -6.1% |
| Q4 2016 | $312,000 | +6.8% | 3,076 | 0.0% | 0.03% | -17.5% |
| Q3 2016 | $292,000 | +5.8% | 3,076 | +3.4% | 0.04% | -27.3% |
| Q2 2016 | $276,000 | +4500.0% | 2,975 | +4150.0% | 0.06% | +5400.0% |
| Q4 2015 | $6,000 | – | 70 | – | 0.00% | – |
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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% |