ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 634 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.52 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,152,890 | -5.8% | 20,495 | -1.3% | 0.95% | -1.2% |
| Q2 2023 | $3,346,724 | +7.2% | 20,763 | +0.9% | 0.96% | +1.5% |
| Q1 2023 | $3,121,873 | +3.8% | 20,571 | -0.8% | 0.95% | -3.5% |
| Q4 2022 | $3,007,218 | +9.3% | 20,729 | -3.2% | 0.98% | -0.9% |
| Q3 2022 | $2,751,000 | -6.2% | 21,404 | +0.3% | 0.99% | -10.8% |
| Q2 2022 | $2,934,000 | -8.0% | 21,348 | +4.2% | 1.11% | -5.8% |
| Q1 2022 | $3,190,000 | -0.5% | 20,483 | +0.0% | 1.18% | -0.9% |
| Q4 2021 | $3,207,000 | +7.2% | 20,476 | -0.5% | 1.19% | -0.1% |
| Q3 2021 | $2,993,000 | -1.2% | 20,585 | +0.3% | 1.19% | -2.8% |
| Q2 2021 | $3,030,000 | +2.6% | 20,525 | -1.9% | 1.23% | -1.4% |
| Q1 2021 | $2,954,000 | +9.3% | 20,917 | -0.9% | 1.25% | +1.6% |
| Q4 2020 | $2,703,000 | +14.5% | 21,116 | +0.6% | 1.23% | +0.4% |
| Q3 2020 | $2,360,000 | +5.1% | 20,990 | +1.2% | 1.22% | -2.0% |
| Q2 2020 | $2,245,000 | +16.1% | 20,749 | -0.4% | 1.25% | +4.3% |
| Q1 2020 | $1,933,000 | -32.3% | 20,838 | -5.1% | 1.20% | +3.6% |
| Q4 2019 | $2,855,000 | +7.3% | 21,948 | -1.8% | 1.15% | +8.7% |
| Q3 2019 | $2,662,000 | -0.4% | 22,344 | -0.6% | 1.06% | +2.4% |
| Q2 2019 | $2,672,000 | +0.7% | 22,482 | -1.6% | 1.04% | -3.8% |
| Q1 2019 | $2,653,000 | +12.9% | 22,849 | -1.6% | 1.08% | -6.2% |
| Q4 2018 | $2,349,000 | -8.8% | 23,230 | -0.0% | 1.15% | -0.2% |
| Q3 2018 | $2,577,000 | -0.8% | 23,238 | -1.5% | 1.15% | -1.5% |
| Q2 2018 | $2,599,000 | +0.2% | 23,600 | -0.6% | 1.17% | -5.3% |
| Q1 2018 | $2,595,000 | -3.9% | 23,731 | +0.4% | 1.23% | -3.9% |
| Q4 2017 | $2,701,000 | – | 23,648 | – | 1.28% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 519,429 | $49,995,000 | 27.23% |
| LPWM LLC | 193,875 | $18,660,000 | 20.33% |
| AMARILLO NATIONAL BANK | 394,027 | $37,925,000 | 15.64% |
| Florin Court Capital LLP | 7,773 | $748,000 | 13.96% |
| Halpern Financial, Inc. | 135,000 | $12,993,753 | 12.23% |
| Salomon & Ludwin, LLC | 445,955 | $42,923,000 | 11.04% |
| Strategic Wealth Partners Group, LLC | 370,968 | $35,706,000 | 10.39% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 143,724 | $13,833,000 | 9.76% |
| Powell Investment Advisors, LLC | 77,949 | $7,503,000 | 9.09% |
| Blue Zone Wealth Advisors, LLC | 100,614 | $9,684,000 | 9.08% |