ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 645 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.13 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,324,944 | -27.0% | 21,613 | -23.5% | 0.21% | -21.9% |
| Q2 2023 | $4,555,874 | +7.0% | 28,264 | +0.7% | 0.27% | -1.8% |
| Q1 2023 | $4,259,751 | +4.9% | 28,069 | +0.2% | 0.28% | -7.6% |
| Q4 2022 | $4,062,395 | +12.9% | 28,003 | 0.0% | 0.30% | -13.7% |
| Q3 2022 | $3,599,000 | -7.6% | 28,003 | -1.2% | 0.35% | -4.6% |
| Q2 2022 | $3,894,000 | -11.6% | 28,331 | +0.2% | 0.37% | +6.4% |
| Q1 2022 | $4,405,000 | +0.8% | 28,287 | +1.4% | 0.34% | +3.6% |
| Q4 2021 | $4,368,000 | +8.6% | 27,886 | +0.8% | 0.33% | -20.3% |
| Q3 2021 | $4,021,000 | +10.1% | 27,652 | +11.8% | 0.42% | +65.2% |
| Q2 2021 | $3,652,000 | +8.7% | 24,737 | +4.0% | 0.25% | -3.1% |
| Q1 2021 | $3,359,000 | -13.0% | 23,785 | -21.2% | 0.26% | -15.8% |
| Q4 2020 | $3,862,000 | +22.1% | 30,167 | +7.3% | 0.31% | +27.0% |
| Q3 2020 | $3,162,000 | +1.5% | 28,119 | -2.3% | 0.24% | +1.2% |
| Q2 2020 | $3,114,000 | +16.4% | 28,772 | +3.4% | 0.24% | -24.9% |
| Q1 2020 | $2,676,000 | -25.1% | 27,828 | +1.3% | 0.32% | +127.7% |
| Q4 2019 | $3,573,000 | +8.9% | 27,475 | -0.2% | 0.14% | -58.4% |
| Q3 2019 | $3,281,000 | -1.6% | 27,537 | -3.7% | 0.34% | +0.9% |
| Q2 2019 | $3,333,000 | +1.5% | 28,593 | -1.9% | 0.34% | -7.2% |
| Q1 2019 | $3,285,000 | -9.3% | 29,135 | -18.6% | 0.36% | -19.7% |
| Q4 2018 | $3,620,000 | -11.1% | 35,792 | +1.9% | 0.45% | +2.5% |
| Q3 2018 | $4,070,000 | +5.4% | 35,134 | +0.2% | 0.44% | +56.6% |
| Q2 2018 | $3,862,000 | +0.9% | 35,067 | +0.2% | 0.28% | -5.4% |
| Q1 2018 | $3,828,000 | -27.1% | 35,011 | -23.8% | 0.30% | -27.2% |
| Q4 2017 | $5,251,000 | -2.5% | 45,963 | -7.9% | 0.41% | -14.6% |
| Q3 2017 | $5,387,000 | +0.4% | 49,923 | -3.7% | 0.48% | -42.1% |
| Q2 2017 | $5,364,000 | 0.0% | 51,848 | 0.0% | 0.83% | +51.3% |
| Q1 2017 | $5,364,000 | +10.6% | 51,848 | +8.4% | 0.55% | -11.8% |
| Q4 2016 | $4,849,000 | – | 47,828 | – | 0.62% | – |
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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% |