ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 634 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.52 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,167,332 | -6.2% | 33,589 | -1.7% | 1.08% | -2.3% |
| Q2 2023 | $5,507,379 | +5.2% | 34,167 | -1.0% | 1.11% | -2.0% |
| Q1 2023 | $5,236,782 | +454.9% | 34,507 | +430.5% | 1.13% | +426.5% |
| Q4 2022 | $943,680 | -100.0% | 6,505 | -72.0% | 0.22% | -77.5% |
| Q4 2019 | $3,022,251,000 | +14.1% | 23,232 | +4.5% | 0.96% | +5.3% |
| Q3 2019 | $2,647,886,000 | +3.5% | 22,225 | +1.3% | 0.91% | +1.2% |
| Q2 2019 | $2,557,313,000 | +17.8% | 21,938 | +13.9% | 0.90% | +8.7% |
| Q1 2019 | $2,171,598,000 | +71.3% | 19,262 | +53.7% | 0.82% | +50.9% |
| Q4 2018 | $1,267,486,000 | +69.7% | 12,532 | +94.4% | 0.55% | +97.1% |
| Q3 2018 | $746,820,000 | +151.3% | 6,447 | +139.0% | 0.28% | +132.8% |
| Q2 2018 | $297,131,000 | -4.4% | 2,698 | -5.1% | 0.12% | -4.8% |
| Q1 2018 | $310,744,000 | -4.3% | 2,842 | 0.0% | 0.12% | -3.8% |
| Q4 2017 | $324,670,000 | +5.9% | 2,842 | 0.0% | 0.13% | -7.1% |
| Q3 2017 | $306,680,000 | +2.8% | 2,842 | 0.0% | 0.14% | -0.7% |
| Q2 2017 | $298,296,000 | +0.9% | 2,842 | 0.0% | 0.14% | -4.7% |
| Q1 2017 | $295,682,000 | +36.0% | 2,842 | +32.6% | 0.15% | +21.3% |
| Q4 2016 | $217,359,000 | – | 2,144 | – | 0.12% | – |
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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% |