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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,045,368 | -5.2% | 6,888 | -9.4% | 0.09% | -16.2% |
| Q4 2022 | $1,102,869 | +12.9% | 7,602 | +0.0% | 0.10% | -10.3% |
| Q3 2022 | $977,000 | -6.5% | 7,601 | +0.0% | 0.12% | -3.3% |
| Q2 2022 | $1,045,000 | +46.2% | 7,600 | +65.4% | 0.12% | +65.8% |
| Q1 2022 | $715,000 | -2.5% | 4,594 | -1.8% | 0.07% | -1.4% |
| Q4 2021 | $733,000 | +22.4% | 4,677 | +13.6% | 0.07% | +23.3% |
| Q3 2021 | $599,000 | +46.1% | 4,118 | +48.1% | 0.06% | +46.3% |
| Q2 2021 | $410,000 | +50.7% | 2,780 | +44.6% | 0.04% | +41.4% |
| Q1 2021 | $272,000 | +11.0% | 1,923 | +0.3% | 0.03% | 0.0% |
| Q4 2020 | $245,000 | +22.5% | 1,917 | +7.9% | 0.03% | +3.6% |
| Q3 2020 | $200,000 | -12.7% | 1,777 | -7.7% | 0.03% | -31.7% |
| Q3 2019 | $229,000 | +2.7% | 1,925 | +0.6% | 0.04% | -4.7% |
| Q2 2019 | $223,000 | +0.9% | 1,914 | -2.1% | 0.04% | -8.5% |
| Q1 2019 | $221,000 | +17.6% | 1,956 | +5.5% | 0.05% | -9.6% |
| Q4 2018 | $188,000 | -12.6% | 1,854 | +0.1% | 0.05% | +6.1% |
| Q3 2018 | $215,000 | +16.8% | 1,852 | +9.9% | 0.05% | +11.4% |
| Q1 2018 | $184,000 | +100.0% | 1,685 | +108.5% | 0.04% | +100.0% |
| Q4 2017 | $92,000 | 0.0% | 808 | -5.2% | 0.02% | -4.3% |
| Q3 2017 | $92,000 | -49.5% | 852 | -51.0% | 0.02% | -54.9% |
| Q2 2017 | $182,000 | 0.0% | 1,738 | -3.3% | 0.05% | -10.5% |
| Q1 2017 | $182,000 | 0.0% | 1,798 | 0.0% | 0.06% | 0.0% |
| Q4 2016 | $182,000 | +7.1% | 1,798 | +0.5% | 0.06% | +5.6% |
| Q3 2016 | $170,000 | +88.9% | 1,789 | +84.6% | 0.05% | +74.2% |
| Q2 2016 | $90,000 | +4.7% | 969 | +1.9% | 0.03% | -11.4% |
| Q1 2016 | $86,000 | +377.8% | 951 | +344.4% | 0.04% | +288.9% |
| Q3 2015 | $18,000 | – | 214 | – | 0.01% | – |
Download | ||||||
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% |