ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 634 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.52 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,388,076 | -19.1% | 35,024 | -15.2% | 1.11% | -11.2% |
| Q2 2023 | $6,657,887 | +6.9% | 41,305 | +0.6% | 1.26% | -0.6% |
| Q1 2023 | $6,229,711 | +7.2% | 41,050 | +2.5% | 1.26% | +61.7% |
| Q4 2022 | $5,812,310 | +15.2% | 40,066 | +2.1% | 0.78% | -36.5% |
| Q3 2022 | $5,044,000 | +8.2% | 39,248 | +15.8% | 1.23% | +29.9% |
| Q2 2022 | $4,661,000 | +79.0% | 33,905 | +102.8% | 0.95% | +103.9% |
| Q1 2022 | $2,604,000 | +52.5% | 16,720 | +53.3% | 0.46% | +63.4% |
| Q4 2021 | $1,708,000 | +30.0% | 10,908 | +20.7% | 0.28% | +21.9% |
| Q3 2021 | $1,314,000 | -14.7% | 9,036 | -13.4% | 0.23% | -17.1% |
| Q2 2021 | $1,540,000 | +8005.3% | 10,430 | +6298.8% | 0.28% | +3412.5% |
| Q2 2019 | $19,000 | -64.2% | 163 | -65.0% | 0.01% | -70.4% |
| Q1 2019 | $53,000 | +2550.0% | 466 | +3006.7% | 0.03% | +2600.0% |
| Q4 2018 | $2,000 | -99.7% | 15 | -99.8% | 0.00% | -99.8% |
| Q1 2018 | $698,000 | -9.9% | 6,526 | -1.3% | 0.52% | -11.0% |
| Q4 2017 | $775,000 | +11.4% | 6,612 | +3.3% | 0.58% | -6.8% |
| Q3 2017 | $696,000 | +18.8% | 6,399 | +14.6% | 0.62% | +1.8% |
| Q2 2017 | $586,000 | -7.9% | 5,586 | -9.1% | 0.61% | -8.8% |
| Q1 2017 | $636,000 | +20.7% | 6,143 | +18.7% | 0.67% | -7.1% |
| Q4 2016 | $527,000 | – | 5,177 | – | 0.72% | – |
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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% |