ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 721 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $265,538 | -15.7% | 1,726 | -11.7% | 0.02% | 0.0% |
| Q2 2023 | $315,137 | -16.3% | 1,955 | -21.2% | 0.02% | -25.0% |
| Q1 2023 | $376,517 | -1.9% | 2,481 | -6.3% | 0.03% | -15.8% |
| Q4 2022 | $384,000 | +12.9% | 2,647 | 0.0% | 0.04% | -2.6% |
| Q3 2022 | $340,000 | -14.4% | 2,647 | +4.3% | 0.04% | 0.0% |
| Q4 2021 | $397,000 | +5.9% | 2,537 | -1.6% | 0.04% | -4.9% |
| Q3 2021 | $375,000 | -8.8% | 2,577 | -7.5% | 0.04% | -12.8% |
| Q2 2021 | $411,000 | -48.8% | 2,786 | -50.9% | 0.05% | -54.4% |
| Q1 2021 | $802,000 | -10.2% | 5,677 | -18.6% | 0.10% | -31.8% |
| Q4 2020 | $893,000 | -8.2% | 6,976 | -17.4% | 0.15% | -19.3% |
| Q3 2020 | $973,000 | -7.4% | 8,441 | -12.8% | 0.19% | -21.1% |
| Q2 2020 | $1,051,000 | +2.8% | 9,675 | -1.7% | 0.24% | -13.8% |
| Q1 2020 | $1,022,000 | -40.5% | 9,842 | -25.7% | 0.28% | -34.7% |
| Q4 2019 | $1,718,000 | +13.1% | 13,241 | +1.4% | 0.42% | +0.5% |
| Q3 2019 | $1,519,000 | -3.8% | 13,052 | -0.9% | 0.42% | -2.3% |
| Q2 2019 | $1,579,000 | +2.1% | 13,177 | -0.0% | 0.43% | -8.9% |
| Q1 2019 | $1,547,000 | +5.7% | 13,178 | +0.1% | 0.47% | +2.6% |
| Q4 2018 | $1,463,000 | -4.7% | 13,166 | -5.5% | 0.46% | -61.5% |
| Q3 2018 | $1,535,000 | -0.5% | 13,927 | -0.5% | 1.19% | -12.4% |
| Q2 2018 | $1,542,000 | -5.3% | 14,003 | -5.9% | 1.36% | -11.8% |
| Q1 2018 | $1,628,000 | -6.9% | 14,888 | -2.7% | 1.54% | -15.8% |
| Q4 2017 | $1,749,000 | – | 15,306 | – | 1.83% | – |
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% |