ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 627 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $10,747,910 | -1.5% | 59,051 | +1.1% | 7.83% | -1.5% |
| Q1 2024 | $10,912,876 | +7.6% | 58,417 | +0.2% | 7.95% | +1.6% |
| Q4 2023 | $10,140,323 | +12.1% | 58,315 | -0.8% | 7.82% | -6.5% |
| Q3 2023 | $9,046,916 | -6.7% | 58,807 | -2.3% | 8.37% | +1.0% |
| Q2 2023 | $9,701,764 | +5.5% | 60,188 | -0.7% | 8.28% | +3.2% |
| Q1 2023 | $9,195,276 | +7.0% | 60,591 | +2.3% | 8.03% | +4.0% |
| Q4 2022 | $8,591,544 | +3.8% | 59,223 | -8.0% | 7.72% | -6.9% |
| Q3 2022 | $8,273,347 | -5.7% | 64,374 | +0.8% | 8.29% | +1.3% |
| Q2 2022 | $8,776,000 | -10.1% | 63,846 | +1.8% | 8.18% | +13.1% |
| Q1 2022 | $9,764,000 | -1.8% | 62,702 | -1.3% | 7.24% | +2.1% |
| Q4 2021 | $9,946,000 | +7.9% | 63,498 | +0.2% | 7.09% | -0.5% |
| Q3 2021 | $9,216,000 | -2.2% | 63,372 | -0.7% | 7.13% | +0.4% |
| Q2 2021 | $9,422,000 | +3.3% | 63,816 | -1.2% | 7.10% | +0.1% |
| Q1 2021 | $9,124,000 | +6.7% | 64,596 | -3.3% | 7.09% | +8.1% |
| Q4 2020 | $8,549,000 | +16.3% | 66,777 | +2.2% | 6.56% | +5.9% |
| Q3 2020 | $7,348,000 | -0.6% | 65,345 | -4.4% | 6.19% | +4.6% |
| Q2 2020 | $7,396,000 | +2.5% | 68,345 | -8.8% | 5.92% | -8.3% |
| Q1 2020 | $7,216,000 | -23.8% | 74,973 | +3.0% | 6.45% | -2.2% |
| Q4 2019 | $9,470,000 | +4.8% | 72,793 | -4.0% | 6.59% | -1.7% |
| Q3 2019 | $9,033,000 | +9.2% | 75,817 | +6.9% | 6.71% | +7.8% |
| Q2 2019 | $8,270,000 | +4.4% | 70,946 | +1.0% | 6.22% | +0.9% |
| Q1 2019 | $7,920,000 | +13.0% | 70,247 | +1.4% | 6.17% | -0.9% |
| Q4 2018 | $7,006,000 | -19.8% | 69,267 | -8.2% | 6.23% | -20.7% |
| Q3 2018 | $8,740,000 | +6.2% | 75,452 | +1.0% | 7.85% | -2.3% |
| Q2 2018 | $8,230,000 | -0.2% | 74,728 | -0.9% | 8.03% | -1.3% |
| Q1 2018 | $8,245,000 | -2.5% | 75,407 | +1.9% | 8.14% | -0.7% |
| Q4 2017 | $8,456,000 | – | 74,017 | – | 8.20% | – |
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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% |