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 | $218,315 | -4.6% | 1,419 | 0.0% | 0.02% | -5.3% |
| Q2 2023 | $228,746 | +3.6% | 1,419 | -2.4% | 0.02% | -9.5% |
| Q1 2023 | $220,724 | +3.0% | 1,454 | -1.6% | 0.02% | -4.5% |
| Q4 2022 | $214,344 | +3.0% | 1,478 | -2.4% | 0.02% | -4.3% |
| Q2 2022 | $208,000 | -35.6% | 1,514 | -27.0% | 0.02% | -25.8% |
| Q1 2022 | $323,000 | -40.4% | 2,074 | -40.1% | 0.03% | -39.2% |
| Q4 2021 | $542,000 | +3.8% | 3,461 | -2.1% | 0.05% | -8.9% |
| Q3 2021 | $522,000 | 0.0% | 3,537 | 0.0% | 0.06% | 0.0% |
| Q2 2021 | $522,000 | -0.2% | 3,537 | -4.4% | 0.06% | -5.1% |
| Q1 2021 | $523,000 | +3.6% | 3,700 | -6.3% | 0.06% | -6.3% |
| Q4 2020 | $505,000 | +6.1% | 3,947 | -6.9% | 0.06% | -1.6% |
| Q3 2020 | $476,000 | +4.2% | 4,239 | +0.3% | 0.06% | -4.5% |
| Q2 2020 | $457,000 | +1.8% | 4,226 | -9.4% | 0.07% | -25.6% |
| Q1 2020 | $449,000 | -25.0% | 4,662 | +1.2% | 0.09% | -14.3% |
| Q4 2019 | $599,000 | 0.0% | 4,605 | -8.5% | 0.10% | -10.3% |
| Q3 2019 | $599,000 | +3.6% | 5,031 | +1.4% | 0.12% | -2.5% |
| Q2 2019 | $578,000 | +6.6% | 4,961 | +3.0% | 0.12% | +8.1% |
| Q1 2019 | $542,000 | +9.9% | 4,816 | -1.4% | 0.11% | -7.5% |
| Q4 2018 | $493,000 | -47.4% | 4,883 | -39.4% | 0.12% | -31.0% |
| Q3 2018 | $937,000 | -1.1% | 8,059 | -6.4% | 0.17% | -8.4% |
| Q2 2018 | $947,000 | +27.6% | 8,608 | +23.8% | 0.19% | -14.0% |
| Q1 2018 | $742,000 | -12.8% | 6,951 | -4.9% | 0.22% | -9.8% |
| Q4 2017 | $851,000 | +23.9% | 7,311 | +15.2% | 0.24% | +9.9% |
| Q3 2017 | $687,000 | -6.0% | 6,345 | -9.1% | 0.22% | -12.2% |
| Q2 2017 | $731,000 | -2.4% | 6,977 | -3.7% | 0.25% | -11.2% |
| Q1 2017 | $749,000 | +1.5% | 7,247 | 0.0% | 0.29% | -10.1% |
| Q4 2016 | $738,000 | – | 7,247 | – | 0.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 467,574 | $59,859,000 | 23.71% |
| LPWM LLC | 208,165 | $26,649,000 | 19.89% |
| Willis Johnson & Associates, Inc. | 622,357 | $79,674,000 | 13.30% |
| MMA ASSET MANAGEMENT LLC | 91,276 | $11,685,000 | 11.36% |
| Powell Investment Advisors, LLC | 115,050 | $14,729,000 | 11.20% |
| Halpern Financial, Inc. | 160,532 | $20,551,311 | 10.69% |
| Praetorian Wealth Management, Inc. | 211,425 | $27,066,000 | 10.34% |
| FINANCIAL LIFE ADVISORS | 145,813 | $18,666,000 | 9.66% |
| Strategic Wealth Partners Group, LLC | 350,915 | $44,924,000 | 9.53% |
| AMARILLO NATIONAL BANK | 266,126 | $34,069,000 | 9.32% |