ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 545 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.28 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,928,652 | -4.6% | 19,037 | 0.0% | 0.34% | +1.8% |
| Q2 2023 | $3,068,574 | +6.2% | 19,037 | 0.0% | 0.33% | 0.0% |
| Q1 2023 | $2,889,055 | +4.6% | 19,037 | 0.0% | 0.33% | 0.0% |
| Q4 2022 | $2,761,698 | +12.9% | 19,037 | 0.0% | 0.33% | +3.8% |
| Q3 2022 | $2,447,000 | -6.5% | 19,037 | 0.0% | 0.32% | 0.0% |
| Q2 2022 | $2,617,000 | -11.7% | 19,037 | 0.0% | 0.32% | +9.2% |
| Q1 2022 | $2,964,000 | -0.6% | 19,037 | 0.0% | 0.29% | -0.7% |
| Q4 2021 | $2,982,000 | +7.7% | 19,037 | 0.0% | 0.30% | -5.1% |
| Q3 2021 | $2,768,000 | -1.5% | 19,037 | 0.0% | 0.31% | -2.8% |
| Q2 2021 | $2,811,000 | +4.5% | 19,037 | 0.0% | 0.32% | +6.7% |
| Q1 2021 | $2,689,000 | +10.3% | 19,037 | 0.0% | 0.30% | +3.1% |
| Q4 2020 | $2,437,000 | +13.8% | 19,037 | 0.0% | 0.29% | -2.7% |
| Q3 2020 | $2,141,000 | +3.9% | 19,037 | 0.0% | 0.30% | -5.1% |
| Q2 2020 | $2,060,000 | +12.4% | 19,037 | 0.0% | 0.32% | -10.0% |
| Q1 2020 | $1,832,000 | -26.0% | 19,037 | 0.0% | 0.35% | -0.8% |
| Q4 2019 | $2,477,000 | +9.2% | 19,037 | 0.0% | 0.35% | -2.5% |
| Q3 2019 | $2,268,000 | +2.2% | 19,037 | 0.0% | 0.36% | +0.8% |
| Q2 2019 | $2,219,000 | +3.4% | 19,037 | 0.0% | 0.36% | +5.0% |
| Q1 2019 | $2,146,000 | +11.5% | 19,037 | 0.0% | 0.34% | -0.9% |
| Q4 2018 | $1,925,000 | +23.0% | 19,037 | +40.9% | 0.34% | +29.2% |
| Q3 2018 | $1,565,000 | +6.0% | 13,512 | 0.0% | 0.27% | +10.3% |
| Q1 2018 | $1,477,000 | -4.3% | 13,512 | 0.0% | 0.24% | -9.0% |
| Q4 2017 | $1,544,000 | +5.9% | 13,512 | 0.0% | 0.27% | +1.9% |
| Q3 2017 | $1,458,000 | +2.8% | 13,512 | 0.0% | 0.26% | +2.0% |
| Q2 2017 | $1,418,000 | +0.9% | 13,512 | 0.0% | 0.26% | -2.3% |
| Q1 2017 | $1,406,000 | +2.6% | 13,512 | 0.0% | 0.26% | -3.3% |
| Q4 2016 | $1,370,000 | – | 13,512 | – | 0.27% | – |
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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% |