ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 545 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.28 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,475,880 | -3.3% | 15,759 | -0.8% | 0.61% | +2.7% |
| Q2 2023 | $2,560,164 | +5.6% | 15,883 | -0.6% | 0.59% | +3.0% |
| Q1 2023 | $2,424,046 | -8.9% | 15,973 | -12.9% | 0.58% | -10.4% |
| Q4 2022 | $2,659,553 | +731.1% | 18,333 | +707.3% | 0.64% | +597.8% |
| Q3 2022 | $320,000 | -0.6% | 2,271 | 0.0% | 0.09% | +19.5% |
| Q2 2022 | $322,000 | -10.8% | 2,271 | 0.0% | 0.08% | +10.0% |
| Q4 2021 | $361,000 | +24.1% | 2,271 | -0.0% | 0.07% | -5.4% |
| Q1 2021 | $291,000 | +13.2% | 2,272 | -0.5% | 0.07% | +7.2% |
| Q3 2020 | $257,000 | +3.6% | 2,284 | 0.0% | 0.07% | +4.5% |
| Q2 2020 | $248,000 | +4.2% | 2,284 | +0.6% | 0.07% | -29.8% |
| Q2 2017 | $238,000 | +0.8% | 2,271 | 0.0% | 0.09% | -8.7% |
| Q1 2017 | $236,000 | +2.6% | 2,271 | 0.0% | 0.10% | +2.0% |
| Q4 2016 | $230,000 | +6.5% | 2,271 | 0.0% | 0.10% | +7.4% |
| Q3 2016 | $216,000 | +2.4% | 2,271 | 0.0% | 0.09% | +6.8% |
| Q2 2016 | $211,000 | – | 2,271 | – | 0.09% | – |
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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% |