ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 294 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 1.12 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,313 | -7.8% | 41,042 | -3.4% | 0.35% | -7.9% |
| Q2 2023 | $6,848 | -48.5% | 42,482 | -51.5% | 0.38% | -49.9% |
| Q1 2023 | $13,300 | +24.7% | 87,641 | +19.2% | 0.76% | +16.9% |
| Q4 2022 | $10,665 | -99.9% | 73,515 | +1.7% | 0.65% | +1.7% |
| Q3 2022 | $9,289,000 | -5.8% | 72,275 | +0.7% | 0.64% | -6.7% |
| Q2 2022 | $9,863,000 | -12.3% | 71,752 | -0.7% | 0.69% | -3.7% |
| Q1 2022 | $11,251,000 | -15.0% | 72,253 | -14.5% | 0.71% | -11.3% |
| Q4 2021 | $13,239,000 | +26.3% | 84,530 | +17.2% | 0.80% | +16.7% |
| Q3 2021 | $10,484,000 | -2.0% | 72,096 | -0.5% | 0.69% | -4.3% |
| Q2 2021 | $10,700,000 | -2.7% | 72,475 | -6.9% | 0.72% | -5.4% |
| Q1 2021 | $11,000,000 | +363.4% | 77,881 | +320.0% | 0.76% | +265.4% |
| Q4 2020 | $2,374,000 | -4.7% | 18,543 | -16.3% | 0.21% | -12.2% |
| Q3 2020 | $2,492,000 | +4.3% | 22,158 | +0.4% | 0.24% | -5.6% |
| Q2 2020 | $2,389,000 | -4.1% | 22,073 | -14.8% | 0.25% | -18.0% |
| Q1 2020 | $2,492,000 | -49.6% | 25,893 | -31.9% | 0.31% | -37.4% |
| Q4 2019 | $4,943,000 | +9.6% | 38,000 | +0.4% | 0.49% | +2.5% |
| Q3 2019 | $4,509,000 | -18.3% | 37,854 | -20.0% | 0.48% | -20.6% |
| Q2 2019 | $5,518,000 | +40.3% | 47,332 | +35.7% | 0.60% | +32.4% |
| Q1 2019 | $3,932,000 | +11.3% | 34,885 | -0.1% | 0.45% | -2.2% |
| Q4 2018 | $3,533,000 | -99.9% | 34,935 | -54.5% | 0.46% | -8.5% |
| Q3 2018 | $4,449,244,000 | +107891.4% | 76,740 | +105.1% | 0.51% | +3.5% |
| Q2 2018 | $4,120,000 | +41.0% | 37,409 | +40.0% | 0.49% | +35.7% |
| Q1 2018 | $2,922,000 | -5.3% | 26,725 | -1.0% | 0.36% | -6.7% |
| Q4 2017 | $3,085,000 | +7.8% | 27,008 | +1.8% | 0.39% | +0.8% |
| Q3 2017 | $2,862,000 | -99.9% | 26,522 | -0.9% | 0.38% | -4.2% |
| Q2 2017 | $2,808,537,000 | -2.4% | 26,758 | -3.3% | 0.40% | -11.7% |
| Q1 2017 | $2,877,880,000 | +8111.5% | 27,661 | -92.0% | 0.45% | -92.6% |
| Q4 2016 | $35,047,000 | -99.9% | 345,697 | +7.3% | 6.14% | +6.9% |
| Q3 2016 | $30,597,325,000 | +11.9% | 322,212 | +9.4% | 5.74% | +4.3% |
| Q2 2016 | $27,353,083,000 | +11.7% | 294,435 | +8.1% | 5.50% | +12.0% |
| Q1 2016 | $24,490,373,000 | +0.8% | 272,327 | -0.7% | 4.92% | -0.4% |
| Q4 2015 | $24,285,396,000 | +13.9% | 274,318 | +8.1% | 4.94% | +21.1% |
| Q3 2015 | $21,314,292,000 | -1.5% | 253,650 | +8.1% | 4.07% | -7.9% |
| Q2 2015 | $21,634,168,000 | -2.5% | 234,618 | -2.1% | 4.42% | -4.3% |
| Q1 2015 | $22,189,455,000 | +3.9% | 239,730 | +5.3% | 4.62% | -1.5% |
| Q4 2014 | $21,354,960,000 | +20.0% | 227,737 | +15.3% | 4.69% | +12.4% |
| Q3 2014 | $17,794,047,000 | +9.6% | 197,557 | +9.8% | 4.18% | +5.5% |
| Q2 2014 | $16,238,036,000 | +11.0% | 179,863 | +6.9% | 3.96% | +3.4% |
| Q1 2014 | $14,623,518,000 | +2.0% | 168,279 | +0.4% | 3.83% | -1.8% |
| Q4 2013 | $14,330,080,000 | +15.8% | 167,681 | +6.1% | 3.90% | +5.2% |
| Q3 2013 | $12,379,794,000 | +10.7% | 158,066 | +7.1% | 3.71% | +5.0% |
| Q2 2013 | $11,185,714,000 | +40.7% | 147,627 | +37.1% | 3.53% | +32.4% |
| Q1 2013 | $7,947,769,000 | +48.1% | 107,693 | +33.2% | 2.67% | +23.4% |
| Q4 2012 | $5,367,166,000 | – | 80,842 | – | 2.16% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 467,574 | $59,859,000 | 23.71% |
| LPWM LLC | 208,165 | $26,649,000 | 19.89% |
| Willis Johnson & Associates, Inc. | 622,357 | $79,674,000 | 13.30% |
| MMA ASSET MANAGEMENT LLC | 91,276 | $11,685,000 | 11.36% |
| Powell Investment Advisors, LLC | 115,050 | $14,729,000 | 11.20% |
| Halpern Financial, Inc. | 160,532 | $20,551,311 | 10.69% |
| Praetorian Wealth Management, Inc. | 211,425 | $27,066,000 | 10.34% |
| FINANCIAL LIFE ADVISORS | 145,813 | $18,666,000 | 9.66% |
| Strategic Wealth Partners Group, LLC | 350,915 | $44,924,000 | 9.53% |
| AMARILLO NATIONAL BANK | 266,126 | $34,069,000 | 9.32% |