ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 625 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $416,565 | -4.6% | 2,708 | 0.0% | 0.38% | -6.7% |
| Q2 2023 | $436,467 | -0.7% | 2,708 | -6.6% | 0.40% | -22.8% |
| Q1 2023 | $439,740 | -40.5% | 2,898 | -43.1% | 0.52% | -20.7% |
| Q4 2022 | $738,630 | -18.9% | 5,092 | -28.2% | 0.66% | -35.6% |
| Q3 2022 | $911,000 | +50.3% | 7,090 | +60.7% | 1.02% | +11.6% |
| Q2 2022 | $606,000 | +3.4% | 4,412 | +17.3% | 0.91% | +135.0% |
| Q1 2022 | $586,000 | -9.3% | 3,761 | -8.8% | 0.39% | +1.0% |
| Q4 2021 | $646,000 | +15.4% | 4,126 | +7.1% | 0.38% | +19.2% |
| Q3 2021 | $560,000 | -1.1% | 3,853 | +0.6% | 0.32% | +1.6% |
| Q2 2021 | $566,000 | +15.3% | 3,831 | +10.1% | 0.32% | +12.4% |
| Q1 2021 | $491,000 | +48.8% | 3,479 | +35.1% | 0.28% | +54.6% |
| Q4 2020 | $330,000 | +13.8% | 2,575 | 0.0% | 0.18% | +10.9% |
| Q3 2020 | $290,000 | -56.9% | 2,575 | -61.2% | 0.16% | -71.1% |
| Q4 2018 | $673,000 | -20.0% | 6,639 | -8.6% | 0.57% | -30.6% |
| Q3 2018 | $841,000 | +32.4% | 7,261 | +25.8% | 0.82% | +13.2% |
| Q2 2018 | $635,000 | -1.2% | 5,770 | -1.1% | 0.72% | -7.8% |
| Q1 2018 | $643,000 | -28.4% | 5,836 | -25.8% | 0.79% | -30.9% |
| Q4 2017 | $898,000 | -19.2% | 7,861 | -23.7% | 1.14% | +18.1% |
| Q3 2017 | $1,112,000 | +63.0% | 10,297 | +58.3% | 0.96% | +4.7% |
| Q2 2017 | $682,000 | +200.4% | 6,504 | +197.1% | 0.92% | +145.3% |
| Q1 2017 | $227,000 | – | 2,189 | – | 0.38% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 422,168 | $66,124,000 | 21.89% |
| LPWM LLC | 236,761 | $37,084,000 | 19.67% |
| Halpern Financial, Inc. | 212,453 | $33,276,519 | 14.24% |
| LVZ, Inc. | 604,819 | $94,733,000 | 12.66% |
| Praetorian Wealth Management, Inc. | 231,868 | $36,317,000 | 11.79% |
| Powell Investment Advisors, LLC | 127,195 | $19,923,000 | 11.32% |
| MMA ASSET MANAGEMENT LLC | 93,551 | $14,653,000 | 10.36% |
| FINANCIAL LIFE ADVISORS | 166,005 | $26,001,000 | 10.24% |
| AMARILLO NATIONAL BANK | 325,575 | $50,995,000 | 9.98% |
| Strategic Wealth Partners Group, LLC | 343,916 | $53,868,000 | 9.34% |