ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 619 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $854,892 | -4.6% | 5,557 | 0.0% | 0.08% | -3.7% |
| Q2 2023 | $895,736 | +6.2% | 5,557 | +0.0% | 0.08% | -1.2% |
| Q1 2023 | $843,076 | +4.7% | 5,555 | +0.0% | 0.08% | -4.6% |
| Q4 2022 | $805,580 | +13.0% | 5,553 | +0.1% | 0.09% | +3.6% |
| Q3 2022 | $713,000 | -6.4% | 5,547 | 0.0% | 0.08% | 0.0% |
| Q2 2022 | $762,000 | -10.6% | 5,547 | +1.4% | 0.08% | +1.2% |
| Q1 2022 | $852,000 | -0.5% | 5,470 | +0.0% | 0.08% | +9.2% |
| Q4 2021 | $856,000 | +6.7% | 5,468 | +0.1% | 0.08% | -7.3% |
| Q3 2021 | $802,000 | -0.5% | 5,463 | +0.0% | 0.08% | -2.4% |
| Q2 2021 | $806,000 | +6.5% | 5,462 | +1.9% | 0.08% | -25.0% |
| Q1 2021 | $757,000 | +10.3% | 5,358 | +0.0% | 0.11% | +2.8% |
| Q4 2020 | $686,000 | +115.7% | 5,357 | +89.3% | 0.11% | +91.2% |
| Q3 2020 | $318,000 | +3.9% | 2,830 | +0.0% | 0.06% | -6.6% |
| Q2 2020 | $306,000 | -21.9% | 2,829 | -30.6% | 0.06% | -34.4% |
| Q1 2020 | $392,000 | -26.0% | 4,078 | +0.0% | 0.09% | -10.6% |
| Q4 2019 | $530,000 | +7.1% | 4,077 | -1.8% | 0.10% | +2.0% |
| Q3 2019 | $495,000 | +4.7% | 4,152 | +2.2% | 0.10% | +6.2% |
| Q2 2019 | $473,000 | +31.0% | 4,062 | +26.8% | 0.10% | +28.0% |
| Q1 2019 | $361,000 | +11.4% | 3,204 | 0.0% | 0.08% | +1.4% |
| Q4 2018 | $324,000 | -12.7% | 3,204 | +0.0% | 0.07% | -1.3% |
| Q3 2018 | $371,000 | +5.1% | 3,203 | +0.0% | 0.08% | +7.1% |
| Q2 2018 | $353,000 | +5.1% | 3,202 | +4.1% | 0.07% | +1.4% |
| Q1 2018 | $336,000 | -4.3% | 3,075 | 0.0% | 0.07% | -2.8% |
| Q4 2017 | $351,000 | -9.1% | 3,075 | -14.0% | 0.07% | -14.5% |
| Q3 2017 | $386,000 | – | 3,574 | – | 0.08% | – |
Download | ||||||
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% |