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 | $390,336 | +8.6% | 2,537 | +13.8% | 0.02% | +4.3% |
| Q2 2023 | $359,339 | +87.9% | 2,229 | +76.9% | 0.02% | +76.9% |
| Q1 2023 | $191,250 | +13.1% | 1,260 | +8.2% | 0.01% | +8.3% |
| Q4 2022 | $169,038 | +12.7% | 1,165 | 0.0% | 0.01% | -7.7% |
| Q3 2022 | $150,000 | +6.4% | 1,165 | +14.0% | 0.01% | +8.3% |
| Q2 2022 | $141,000 | -11.3% | 1,022 | 0.0% | 0.01% | -14.3% |
| Q1 2022 | $159,000 | -15.0% | 1,022 | -14.3% | 0.01% | -17.6% |
| Q4 2021 | $187,000 | +23.8% | 1,193 | +14.9% | 0.02% | +13.3% |
| Q3 2021 | $151,000 | +18.0% | 1,038 | +19.7% | 0.02% | +7.1% |
| Q2 2021 | $128,000 | +161.2% | 867 | +150.6% | 0.01% | +100.0% |
| Q1 2021 | $49,000 | +1533.3% | 346 | +1135.7% | 0.01% | +600.0% |
| Q4 2020 | $3,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $3,000 | 0.0% | 28 | -12.5% | 0.00% | 0.0% |
| Q2 2020 | $3,000 | 0.0% | 32 | -11.1% | 0.00% | 0.0% |
| Q1 2020 | $3,000 | -40.0% | 36 | 0.0% | 0.00% | -50.0% |
| Q4 2019 | $5,000 | -54.5% | 36 | -59.6% | 0.00% | -60.0% |
| Q3 2019 | $11,000 | -15.4% | 89 | -21.2% | 0.01% | -37.5% |
| Q2 2019 | $13,000 | -55.2% | 113 | -57.0% | 0.01% | -42.9% |
| Q1 2019 | $29,000 | 0.0% | 263 | -8.7% | 0.01% | 0.0% |
| Q4 2018 | $29,000 | – | 288 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 405,131 | $62,325,359 | 23.11% |
| Quantitative Strategies, Inc. | 187,158 | $28,792,372 | 19.37% |
| Foundation Wealth Management, LLC | 121,130 | $18,634,505 | 18.62% |
| LPWM LLC | 254,891 | $38,975,312 | 17.52% |
| Halpern Financial, Inc. | 281,683 | $43,334,118 | 14.96% |
| Praetorian Wealth Management, Inc. | 283,325 | $43,586,718 | 13.85% |
| Powell Investment Advisors, LLC | 138,335 | $21,397,622 | 12.86% |
| FINANCIAL LIFE ADVISORS | 177,823 | $27,356,344 | 11.77% |
| LVZ, Inc. | 458,002 | $70,459,044 | 11.36% |
| INSTRUMENTAL WEALTH, LLC | 58,076 | $9,034,945 | 10.55% |