ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 515 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.74 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,373,305 | +1.3% | 125,932 | +6.2% | 2.58% | +1.9% |
| Q2 2023 | $19,118,991 | +25.3% | 118,612 | +18.0% | 2.54% | +18.3% |
| Q1 2023 | $15,255,577 | +8.3% | 100,524 | +3.5% | 2.14% | -1.5% |
| Q4 2022 | $14,087,044 | +23.9% | 97,105 | +9.8% | 2.18% | +11.1% |
| Q3 2022 | $11,370,000 | -3.5% | 88,466 | +3.2% | 1.96% | -2.1% |
| Q2 2022 | $11,778,000 | +2.8% | 85,683 | +16.5% | 2.00% | +16.0% |
| Q1 2022 | $11,458,000 | -0.8% | 73,579 | -0.2% | 1.73% | +2.7% |
| Q4 2021 | $11,548,000 | -0.2% | 73,729 | -7.3% | 1.68% | -12.2% |
| Q3 2021 | $11,571,000 | -2.0% | 79,572 | -0.5% | 1.91% | -4.6% |
| Q2 2021 | $11,808,000 | +2.2% | 79,976 | -2.2% | 2.00% | -5.0% |
| Q1 2021 | $11,554,000 | -51.3% | 81,803 | -55.9% | 2.11% | -53.1% |
| Q4 2020 | $23,727,000 | +18.7% | 185,338 | +4.3% | 4.50% | +8.4% |
| Q3 2020 | $19,981,000 | +15.7% | 177,692 | +11.3% | 4.15% | +2.1% |
| Q2 2020 | $17,271,000 | +25.0% | 159,608 | +11.2% | 4.06% | +13.0% |
| Q1 2020 | $13,815,000 | -21.4% | 143,530 | +6.3% | 3.60% | -5.2% |
| Q4 2019 | $17,573,000 | +7.1% | 135,083 | -1.9% | 3.80% | +1.7% |
| Q3 2019 | $16,413,000 | +6.3% | 137,761 | +4.0% | 3.73% | +4.6% |
| Q2 2019 | $15,434,000 | +4.9% | 132,399 | +1.5% | 3.57% | +0.9% |
| Q1 2019 | $14,708,000 | -6.4% | 130,464 | -16.0% | 3.54% | -19.6% |
| Q4 2018 | $15,712,000 | -18.3% | 155,351 | -6.4% | 4.40% | -8.1% |
| Q3 2018 | $19,222,000 | +5.3% | 165,939 | +0.1% | 4.78% | +1.0% |
| Q2 2018 | $18,255,000 | +0.7% | 165,760 | -0.0% | 4.74% | -1.3% |
| Q1 2018 | $18,124,000 | -6.3% | 165,761 | -2.1% | 4.80% | -8.9% |
| Q4 2017 | $19,342,000 | +6.6% | 169,312 | +0.7% | 5.26% | +3.4% |
| Q3 2017 | $18,139,000 | +10.2% | 168,094 | +7.2% | 5.09% | +4.7% |
| Q2 2017 | $16,460,000 | +8.6% | 156,818 | +7.6% | 4.86% | +2.0% |
| Q1 2017 | $15,157,000 | +9.4% | 145,681 | +6.6% | 4.77% | -4.3% |
| Q4 2016 | $13,857,000 | +25.9% | 136,687 | +17.9% | 4.98% | +24.7% |
| Q3 2016 | $11,005,000 | -0.5% | 115,887 | -2.7% | 4.00% | -0.4% |
| Q2 2016 | $11,065,000 | +12.6% | 119,111 | +9.0% | 4.01% | +0.8% |
| Q1 2016 | $9,824,000 | -10.9% | 109,240 | -12.3% | 3.98% | -8.5% |
| Q4 2015 | $11,029,000 | +0.9% | 124,574 | -4.2% | 4.35% | -12.6% |
| Q3 2015 | $10,926,000 | -17.9% | 130,020 | -9.9% | 4.97% | -8.0% |
| Q2 2015 | $13,301,000 | +44.7% | 144,248 | +45.3% | 5.40% | +40.5% |
| Q1 2015 | $9,189,000 | +33.3% | 99,281 | +35.0% | 3.84% | +22.8% |
| Q4 2014 | $6,894,000 | – | 73,516 | – | 3.13% | – |
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% |