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 | $891,072 | -6.0% | 5,792 | -1.5% | 0.05% | -21.3% |
| Q2 2023 | $947,507 | +7.6% | 5,878 | +1.3% | 0.06% | -3.2% |
| Q1 2023 | $880,190 | +1.6% | 5,800 | -2.9% | 0.06% | -1.6% |
| Q4 2022 | $866,569 | +3.4% | 5,973 | -8.4% | 0.06% | -7.2% |
| Q3 2022 | $838,000 | +0.2% | 6,520 | +7.3% | 0.07% | -2.8% |
| Q2 2022 | $836,000 | +84.1% | 6,079 | +108.3% | 0.07% | -43.2% |
| Q1 2022 | $454,000 | +13.8% | 2,918 | +14.5% | 0.12% | +12.6% |
| Q4 2021 | $399,000 | +35.3% | 2,549 | +25.8% | 0.11% | +14.4% |
| Q3 2021 | $295,000 | +19.9% | 2,026 | +21.4% | 0.10% | +21.2% |
| Q2 2021 | $246,000 | +4.2% | 1,669 | +0.1% | 0.08% | -17.5% |
| Q1 2021 | $236,000 | -3.7% | 1,668 | -13.0% | 0.10% | +106.4% |
| Q4 2020 | $245,000 | +18.4% | 1,917 | +4.1% | 0.05% | +6.8% |
| Q3 2020 | $207,000 | -14.8% | 1,842 | -27.1% | 0.04% | -92.2% |
| Q1 2020 | $243,000 | -36.7% | 2,528 | -14.3% | 0.57% | +34.7% |
| Q4 2019 | $384,000 | +2.1% | 2,951 | -20.7% | 0.42% | +15.0% |
| Q4 2018 | $376,000 | – | 3,723 | – | 0.37% | – |
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% |