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 | $427,521 | -4.6% | 2,779 | 0.0% | 0.08% | -2.5% |
| Q2 2023 | $447,947 | -91.6% | 2,779 | -92.1% | 0.08% | -92.1% |
| Q1 2023 | $5,356,842 | +1776.8% | 35,298 | +1694.5% | 1.00% | +1484.1% |
| Q4 2022 | $285,422 | +12.8% | 1,967 | 0.0% | 0.06% | +3.3% |
| Q3 2022 | $253,000 | -5.9% | 1,967 | +0.4% | 0.06% | -3.2% |
| Q2 2022 | $269,000 | -10.0% | 1,959 | +2.2% | 0.06% | +8.6% |
| Q1 2022 | $299,000 | +4.2% | 1,917 | +4.6% | 0.06% | +18.4% |
| Q4 2021 | $287,000 | -38.1% | 1,832 | -42.6% | 0.05% | -41.7% |
| Q3 2021 | $464,000 | -0.6% | 3,192 | +1.0% | 0.08% | -1.2% |
| Q2 2021 | $467,000 | +4.7% | 3,161 | +0.2% | 0.08% | -3.4% |
| Q1 2021 | $446,000 | +12.1% | 3,156 | +1.5% | 0.09% | 0.0% |
| Q4 2020 | $398,000 | +16.7% | 3,108 | +2.6% | 0.09% | -2.2% |
| Q3 2020 | $341,000 | +4.0% | 3,030 | 0.0% | 0.09% | -5.3% |
| Q2 2020 | $328,000 | +12.3% | 3,030 | 0.0% | 0.10% | -9.5% |
| Q1 2020 | $292,000 | -39.9% | 3,030 | -19.0% | 0.10% | -30.0% |
| Q4 2019 | $486,000 | +75.5% | 3,739 | +61.1% | 0.15% | +61.3% |
| Q3 2019 | $277,000 | 0.0% | 2,321 | -2.2% | 0.09% | +1.1% |
| Q2 2019 | $277,000 | +35.1% | 2,374 | +34.3% | 0.09% | +29.6% |
| Q3 2018 | $205,000 | -22.1% | 1,768 | -26.1% | 0.07% | -29.0% |
| Q2 2018 | $263,000 | -14.1% | 2,392 | -14.5% | 0.10% | -19.4% |
| Q1 2018 | $306,000 | -53.0% | 2,797 | -50.9% | 0.12% | -54.7% |
| Q4 2017 | $651,000 | +7.4% | 5,701 | +1.5% | 0.27% | +1.5% |
| Q3 2017 | $606,000 | -3.8% | 5,615 | -6.4% | 0.27% | -14.0% |
| Q2 2017 | $630,000 | +13.1% | 5,998 | +12.1% | 0.31% | +9.0% |
| Q1 2017 | $557,000 | +26.9% | 5,351 | +23.5% | 0.29% | +8.7% |
| Q4 2016 | $439,000 | – | 4,334 | – | 0.26% | – |
Download | ||||||
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% |