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 | $1,757,900 | -9.6% | 11,426 | -5.3% | 0.18% | +11.2% |
Q2 2023 | $1,945,638 | +16.4% | 12,070 | +9.6% | 0.16% | -5.3% |
Q1 2023 | $1,671,314 | -6.0% | 11,012 | -10.1% | 0.17% | +7.0% |
Q4 2022 | $1,777,782 | +26.4% | 12,254 | +11.9% | 0.16% | +17.9% |
Q3 2022 | $1,407,000 | -2.3% | 10,948 | +4.8% | 0.13% | +0.8% |
Q2 2022 | $1,440,000 | -17.9% | 10,447 | -7.3% | 0.13% | -1.5% |
Q1 2022 | $1,755,000 | +2.3% | 11,268 | +2.9% | 0.14% | -0.7% |
Q4 2021 | $1,716,000 | +23.5% | 10,955 | +14.7% | 0.14% | +7.9% |
Q3 2021 | $1,389,000 | -79.8% | 9,552 | -79.5% | 0.13% | -80.3% |
Q2 2021 | $6,882,000 | +53.6% | 46,615 | +47.0% | 0.64% | +43.0% |
Q1 2021 | $4,480,000 | +763.2% | 31,719 | +682.2% | 0.45% | +655.9% |
Q4 2020 | $519,000 | +12.8% | 4,055 | -4.5% | 0.06% | -7.8% |
Q2 2020 | $460,000 | -16.4% | 4,248 | -25.6% | 0.06% | +326.7% |
Q1 2020 | $550,000 | -32.1% | 5,713 | -8.2% | 0.02% | -89.3% |
Q4 2019 | $810,000 | +3.4% | 6,226 | -5.3% | 0.14% | -4.8% |
Q3 2019 | $783,000 | +31.2% | 6,571 | +28.3% | 0.15% | +23.5% |
Q2 2019 | $597,000 | +22.6% | 5,122 | +18.5% | 0.12% | +13.3% |
Q1 2019 | $487,000 | +54.6% | 4,321 | +38.9% | 0.10% | +29.6% |
Q4 2018 | $315,000 | -3.1% | 3,111 | +11.0% | 0.08% | +11.0% |
Q3 2018 | $325,000 | +9.8% | 2,802 | +4.1% | 0.07% | +4.3% |
Q2 2018 | $296,000 | -56.0% | 2,691 | -56.3% | 0.07% | -58.8% |
Q1 2018 | $673,000 | -31.0% | 6,156 | -27.9% | 0.17% | -31.2% |
Q4 2017 | $976,000 | +27.2% | 8,544 | +20.2% | 0.25% | +24.1% |
Q3 2017 | $767,000 | +255.1% | 7,111 | +244.9% | 0.20% | +423.7% |
Q2 2017 | $216,000 | -11.1% | 2,062 | -11.8% | 0.04% | -48.6% |
Q1 2017 | $243,000 | – | 2,338 | – | 0.07% | – |
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% |