ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 620 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $426,613 | -4.7% | 2,344 | -2.2% | 0.09% | -6.3% |
| Q1 2024 | $447,600 | +22.8% | 2,396 | +14.3% | 0.10% | +9.2% |
| Q4 2023 | $364,568 | +11.4% | 2,097 | -1.4% | 0.09% | -1.1% |
| Q3 2023 | $327,260 | -5.0% | 2,127 | -0.2% | 0.09% | -3.3% |
| Q2 2023 | $344,320 | +0.1% | 2,132 | -5.9% | 0.09% | -4.2% |
| Q1 2023 | $343,913 | +4.6% | 2,266 | 0.0% | 0.10% | -4.0% |
| Q4 2022 | $328,752 | +13.0% | 2,266 | 0.0% | 0.10% | +1.0% |
| Q3 2022 | $291,000 | -6.7% | 2,266 | 0.0% | 0.10% | -4.9% |
| Q2 2022 | $312,000 | -11.6% | 2,266 | 0.0% | 0.10% | -1.0% |
| Q1 2022 | $353,000 | -18.3% | 2,266 | -17.9% | 0.10% | -16.8% |
| Q4 2021 | $432,000 | +8.0% | 2,761 | +0.5% | 0.12% | -5.3% |
| Q3 2021 | $400,000 | -1.5% | 2,748 | 0.0% | 0.13% | -8.3% |
| Q2 2021 | $406,000 | +4.6% | 2,748 | -0.0% | 0.14% | -8.9% |
| Q1 2021 | $388,000 | +10.2% | 2,749 | 0.0% | 0.16% | +1.9% |
| Q4 2020 | $352,000 | +13.9% | 2,749 | 0.0% | 0.16% | -1.9% |
| Q3 2020 | $309,000 | +4.0% | 2,749 | 0.0% | 0.16% | 0.0% |
| Q2 2020 | $297,000 | +16.5% | 2,749 | +3.7% | 0.16% | -4.2% |
| Q1 2020 | $255,000 | -29.6% | 2,652 | -4.6% | 0.16% | -20.3% |
| Q4 2019 | $362,000 | +8.4% | 2,779 | -1.0% | 0.21% | +1.5% |
| Q3 2019 | $334,000 | +2.8% | 2,806 | +0.6% | 0.20% | -1.0% |
| Q2 2019 | $325,000 | +0.9% | 2,789 | +0.6% | 0.21% | -4.2% |
| Q1 2019 | $322,000 | +13.8% | 2,773 | -1.0% | 0.22% | -4.0% |
| Q4 2018 | $283,000 | -11.6% | 2,802 | +1.6% | 0.22% | -3.9% |
| Q3 2018 | $320,000 | -4.2% | 2,758 | -9.1% | 0.23% | -14.0% |
| Q2 2018 | $334,000 | -2.9% | 3,034 | -3.5% | 0.27% | -4.6% |
| Q1 2018 | $344,000 | -12.2% | 3,143 | -8.4% | 0.28% | -19.8% |
| Q4 2017 | $392,000 | – | 3,433 | – | 0.35% | – |
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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% |