ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 525 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.19 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $262,607 | +0.7% | 1,443 | +3.4% | 0.02% | -4.3% |
| Q1 2024 | $260,811 | +12.0% | 1,396 | +4.3% | 0.02% | 0.0% |
| Q4 2023 | $232,771 | +1.6% | 1,338 | -10.1% | 0.02% | -11.5% |
| Q3 2023 | $229,068 | +9.7% | 1,489 | +15.0% | 0.03% | +13.0% |
| Q2 2023 | $208,794 | +3.6% | 1,295 | -6.8% | 0.02% | -17.9% |
| Q4 2022 | $201,538 | -10.0% | 1,389 | -3.6% | 0.03% | 0.0% |
| Q1 2022 | $224,000 | -0.9% | 1,441 | 0.0% | 0.03% | +3.7% |
| Q4 2021 | $226,000 | +7.1% | 1,441 | -0.8% | 0.03% | -6.9% |
| Q3 2021 | $211,000 | +5.5% | 1,452 | -5.0% | 0.03% | -49.1% |
| Q4 2019 | $200,000 | 0.0% | 1,528 | -14.7% | 0.06% | -5.0% |
| Q1 2019 | $200,000 | -18.4% | 1,792 | -26.1% | 0.06% | -24.1% |
| Q4 2018 | $245,000 | -1.2% | 2,426 | +13.0% | 0.08% | +9.7% |
| Q3 2018 | $248,000 | +7.8% | 2,146 | +2.4% | 0.07% | -1.4% |
| Q2 2018 | $230,000 | +8.0% | 2,096 | +14.1% | 0.07% | +10.6% |
| Q4 2017 | $213,000 | -4.5% | 1,837 | -14.5% | 0.07% | -38.3% |
| Q1 2017 | $223,000 | +1.8% | 2,148 | +1.5% | 0.11% | -16.4% |
| Q4 2016 | $219,000 | – | 2,117 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 422,168 | $66,124,000 | 21.89% |
| LPWM LLC | 236,761 | $37,084,000 | 19.67% |
| Halpern Financial, Inc. | 212,453 | $33,276,519 | 14.24% |
| LVZ, Inc. | 604,819 | $94,733,000 | 12.66% |
| Praetorian Wealth Management, Inc. | 231,868 | $36,317,000 | 11.79% |
| Powell Investment Advisors, LLC | 127,195 | $19,923,000 | 11.32% |
| MMA ASSET MANAGEMENT LLC | 93,551 | $14,653,000 | 10.36% |
| FINANCIAL LIFE ADVISORS | 166,005 | $26,001,000 | 10.24% |
| AMARILLO NATIONAL BANK | 325,575 | $50,995,000 | 9.98% |
| Strategic Wealth Partners Group, LLC | 343,916 | $53,868,000 | 9.34% |