ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 625 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
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 | 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% |