ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 619 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $822,626 | -4.0% | 5,347 | +0.6% | 0.15% | -4.4% |
| Q2 2023 | $856,663 | +2.1% | 5,315 | -3.9% | 0.16% | +6.0% |
| Q1 2023 | $838,877 | +5.9% | 5,528 | +1.2% | 0.15% | -5.1% |
| Q4 2022 | $792,010 | +7.0% | 5,460 | -5.2% | 0.16% | -7.1% |
| Q3 2022 | $740,000 | -6.9% | 5,758 | -0.4% | 0.17% | -4.5% |
| Q2 2022 | $795,000 | -10.9% | 5,780 | +0.9% | 0.18% | -6.8% |
| Q1 2022 | $892,000 | +15.2% | 5,731 | +16.1% | 0.19% | +11.1% |
| Q4 2021 | $774,000 | +12.8% | 4,938 | +4.6% | 0.17% | +2.4% |
| Q3 2021 | $686,000 | +1.8% | 4,721 | +3.4% | 0.17% | -1.2% |
| Q2 2021 | $674,000 | +6.1% | 4,564 | +1.4% | 0.17% | +2.4% |
| Q1 2021 | $635,000 | +4.8% | 4,499 | -19.6% | 0.16% | -17.5% |
| Q2 2020 | $606,000 | +9.6% | 5,599 | -2.6% | 0.20% | -8.7% |
| Q1 2020 | $553,000 | -34.2% | 5,749 | -11.0% | 0.22% | -18.3% |
| Q4 2019 | $840,000 | -0.7% | 6,456 | -9.0% | 0.27% | -8.8% |
| Q3 2019 | $846,000 | -5.6% | 7,098 | -7.7% | 0.29% | -11.7% |
| Q2 2019 | $896,000 | -10.0% | 7,686 | -13.0% | 0.33% | -20.3% |
| Q1 2019 | $996,000 | +16.1% | 8,831 | +4.0% | 0.42% | -6.1% |
| Q4 2018 | $858,000 | -6.3% | 8,488 | +7.4% | 0.44% | +5.0% |
| Q3 2018 | $916,000 | +56.3% | 7,904 | +48.6% | 0.42% | +30.1% |
| Q2 2018 | $586,000 | +9.5% | 5,320 | +8.6% | 0.33% | +2.8% |
| Q1 2018 | $535,000 | -3.4% | 4,899 | +0.9% | 0.32% | -20.4% |
| Q4 2017 | $554,000 | – | 4,854 | – | 0.40% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 467,574 | $59,859,000 | 23.71% |
| LPWM LLC | 208,165 | $26,649,000 | 19.89% |
| Willis Johnson & Associates, Inc. | 622,357 | $79,674,000 | 13.30% |
| MMA ASSET MANAGEMENT LLC | 91,276 | $11,685,000 | 11.36% |
| Powell Investment Advisors, LLC | 115,050 | $14,729,000 | 11.20% |
| Halpern Financial, Inc. | 160,532 | $20,551,311 | 10.69% |
| Praetorian Wealth Management, Inc. | 211,425 | $27,066,000 | 10.34% |
| FINANCIAL LIFE ADVISORS | 145,813 | $18,666,000 | 9.66% |
| Strategic Wealth Partners Group, LLC | 350,915 | $44,924,000 | 9.53% |
| AMARILLO NATIONAL BANK | 266,126 | $34,069,000 | 9.32% |