ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 527 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 0.41 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $647,204 | -25.8% | 4,207 | -22.3% | 0.09% | -20.9% |
| Q2 2023 | $872,520 | +6.2% | 5,413 | 0.0% | 0.12% | +3.6% |
| Q1 2023 | $821,476 | -1.0% | 5,413 | -5.4% | 0.11% | -4.3% |
| Q4 2022 | $829,945 | +12.9% | 5,721 | 0.0% | 0.12% | +3.6% |
| Q3 2022 | $735,000 | -6.5% | 5,721 | 0.0% | 0.11% | -0.9% |
| Q2 2022 | $786,000 | -15.8% | 5,721 | -4.5% | 0.11% | -1.7% |
| Q1 2022 | $933,000 | +0.5% | 5,990 | +1.1% | 0.12% | +7.5% |
| Q4 2021 | $928,000 | +7.7% | 5,927 | 0.0% | 0.11% | +1.9% |
| Q3 2021 | $862,000 | -1.6% | 5,927 | 0.0% | 0.10% | +1.9% |
| Q2 2021 | $876,000 | +7.1% | 5,927 | +2.4% | 0.10% | +1.0% |
| Q1 2021 | $818,000 | +10.4% | 5,790 | 0.0% | 0.10% | +1.0% |
| Q4 2020 | $741,000 | +13.8% | 5,790 | 0.0% | 0.10% | +3.1% |
| Q3 2020 | $651,000 | +4.0% | 5,790 | 0.0% | 0.10% | -6.7% |
| Q2 2020 | $626,000 | +20.4% | 5,790 | +7.1% | 0.10% | -6.2% |
| Q1 2020 | $520,000 | -26.0% | 5,404 | 0.0% | 0.11% | -9.7% |
| Q4 2019 | $703,000 | +10.5% | 5,404 | +1.1% | 0.12% | +2.5% |
| Q3 2019 | $636,000 | +1.8% | 5,345 | -0.3% | 0.12% | +0.8% |
| Q2 2019 | $625,000 | +3.5% | 5,360 | 0.0% | 0.12% | -1.6% |
| Q1 2019 | $604,000 | +11.6% | 5,360 | +0.4% | 0.12% | +1.7% |
| Q4 2018 | $541,000 | +165.2% | 5,340 | +203.4% | 0.12% | +200.0% |
| Q3 2018 | $204,000 | +1100.0% | 1,760 | +1073.3% | 0.04% | +1233.3% |
| Q2 2018 | $17,000 | -10.5% | 150 | -11.8% | 0.00% | -25.0% |
| Q1 2018 | $19,000 | -50.0% | 170 | -49.3% | 0.00% | 0.0% |
| Q4 2017 | $38,000 | -2.6% | 335 | -6.9% | 0.00% | 0.0% |
| Q3 2017 | $39,000 | -2.5% | 360 | -6.5% | 0.00% | 0.0% |
| Q2 2017 | $40,000 | +25.0% | 385 | +24.2% | 0.00% | -42.9% |
| Q1 2017 | $32,000 | -3.0% | 310 | -4.6% | 0.01% | 0.0% |
| Q4 2016 | $33,000 | -93.5% | 325 | -94.0% | 0.01% | -94.0% |
| Q3 2016 | $510,000 | +2.4% | 5,375 | +0.3% | 0.12% | -0.9% |
| Q2 2016 | $498,000 | -3.5% | 5,360 | -6.6% | 0.12% | -6.4% |
| Q1 2016 | $516,000 | +1257.9% | 5,737 | +1243.6% | 0.12% | +1288.9% |
| Q4 2015 | $38,000 | +850.0% | 427 | +754.0% | 0.01% | +800.0% |
| Q3 2015 | $4,000 | -20.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $5,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $5,000 | – | 50 | – | 0.00% | – |
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% |