ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 360 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 0.17 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $6,014,000 | +3.5% | 38,398 | -3.9% | 0.40% | -12.8% |
| Q3 2021 | $5,810,000 | +4.2% | 39,953 | +5.8% | 0.45% | +1.3% |
| Q2 2021 | $5,576,000 | +10.9% | 37,768 | +6.1% | 0.45% | 0.0% |
| Q1 2021 | $5,028,000 | +6.3% | 35,600 | -3.6% | 0.45% | -1.3% |
| Q4 2020 | $4,730,000 | -11.8% | 36,942 | -22.5% | 0.45% | -21.5% |
| Q3 2020 | $5,360,000 | +10.5% | 47,667 | +6.4% | 0.58% | +1.9% |
| Q2 2020 | $4,850,000 | +13.4% | 44,816 | +0.9% | 0.57% | +2.7% |
| Q1 2020 | $4,277,000 | -21.0% | 44,434 | +6.8% | 0.55% | -1.4% |
| Q4 2019 | $5,411,000 | +23.8% | 41,594 | +13.4% | 0.56% | +17.7% |
| Q3 2019 | $4,370,000 | +5.0% | 36,681 | +2.8% | 0.48% | +6.5% |
| Q2 2019 | $4,161,000 | +1301.0% | 35,697 | +1254.7% | 0.45% | +494.7% |
| Q1 2019 | $297,000 | -91.2% | 2,635 | -92.1% | 0.08% | -89.3% |
| Q4 2018 | $3,362,000 | +811.1% | 33,238 | +942.3% | 0.70% | +308.8% |
| Q3 2018 | $369,000 | -63.1% | 3,189 | -64.8% | 0.17% | -55.5% |
| Q2 2018 | $999,000 | -69.6% | 9,067 | -69.9% | 0.38% | -44.7% |
| Q1 2018 | $3,289,000 | +198.2% | 30,082 | +211.5% | 0.69% | +47.0% |
| Q4 2017 | $1,103,000 | +2.8% | 9,657 | -2.1% | 0.47% | +57.9% |
| Q3 2017 | $1,073,000 | -99.9% | 9,862 | -22.5% | 0.30% | -8.6% |
| Q2 2017 | $1,336,000,000 | +25.6% | 12,728 | +24.4% | 0.33% | +10.5% |
| Q1 2017 | $1,064,000,000 | -21.1% | 10,233 | -23.1% | 0.30% | +24.9% |
| Q4 2016 | $1,349,000,000 | +109042.4% | 13,304 | +2.2% | 0.24% | +6.3% |
| Q3 2016 | $1,236,000 | +42.6% | 13,014 | +39.4% | 0.22% | -18.9% |
| Q2 2016 | $867,000 | +105.5% | 9,336 | +98.7% | 0.28% | +84.6% |
| Q1 2016 | $422,000 | +0.5% | 4,699 | -1.0% | 0.15% | -4.5% |
| Q4 2015 | $420,000 | +14.8% | 4,745 | +8.8% | 0.16% | +19.1% |
| Q3 2015 | $366,000 | +11.6% | 4,361 | +22.4% | 0.13% | +15.9% |
| Q2 2015 | $328,000 | -2.1% | 3,564 | -1.6% | 0.11% | +5.6% |
| Q1 2015 | $335,000 | -11.4% | 3,623 | -10.2% | 0.11% | -15.1% |
| Q4 2014 | $378,000 | -61.4% | 4,033 | -62.9% | 0.13% | -35.4% |
| Q3 2014 | $979,000 | – | 10,872 | – | 0.20% | – |
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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% |