ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 726 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |