ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 756 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.34 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $297,000 | +9.2% | 1,907 | +1.8% | 0.02% | -50.0% |
| Q3 2021 | $272,000 | -59.8% | 1,873 | -70.1% | 0.05% | -59.7% |
| Q2 2020 | $677,000 | -6.2% | 6,256 | -16.6% | 0.12% | -25.3% |
| Q1 2020 | $722,000 | -28.2% | 7,498 | -3.1% | 0.17% | -1.8% |
| Q4 2019 | $1,006,000 | +35.6% | 7,735 | +24.3% | 0.17% | +33.1% |
| Q3 2019 | $742,000 | +2.2% | 6,224 | 0.0% | 0.13% | -20.1% |
| Q2 2019 | $726,000 | +9.8% | 6,224 | +6.2% | 0.16% | -2.5% |
| Q1 2019 | $661,000 | +11.7% | 5,863 | 0.0% | 0.16% | -6.3% |
| Q4 2018 | $592,000 | +2.8% | 5,863 | +17.8% | 0.17% | +23.4% |
| Q3 2018 | $576,000 | +5.1% | 4,978 | 0.0% | 0.14% | -3.4% |
| Q2 2018 | $548,000 | +0.7% | 4,978 | 0.0% | 0.15% | -13.6% |
| Q1 2018 | $544,000 | -21.7% | 4,978 | -18.3% | 0.17% | -15.5% |
| Q4 2017 | $695,000 | +6.1% | 6,090 | +0.3% | 0.20% | -9.1% |
| Q3 2017 | $655,000 | +2.8% | 6,071 | 0.0% | 0.22% | -2.7% |
| Q2 2017 | $637,000 | +1.0% | 6,071 | +0.1% | 0.23% | -7.0% |
| Q1 2017 | $631,000 | +24.5% | 6,065 | +21.1% | 0.24% | +8.5% |
| Q4 2016 | $507,000 | +17.6% | 5,008 | +10.3% | 0.22% | +9.8% |
| Q3 2016 | $431,000 | +2.1% | 4,539 | 0.0% | 0.20% | +0.5% |
| Q2 2016 | $422,000 | -1.4% | 4,539 | -4.5% | 0.20% | -5.6% |
| Q1 2016 | $428,000 | +12.3% | 4,755 | +10.4% | 0.22% | +9.1% |
| Q4 2015 | $381,000 | – | 4,306 | – | 0.20% | – |
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% |