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 | $9,025,300 | -52.6% | 58,348 | -50.7% | 0.61% | -54.8% |
| Q2 2023 | $19,058,470 | +2.9% | 118,236 | -3.1% | 1.35% | -5.4% |
| Q1 2023 | $18,520,628 | +18.7% | 122,039 | +13.5% | 1.42% | -6.2% |
| Q4 2022 | $15,597,915 | +115.4% | 107,519 | +90.8% | 1.52% | +100.9% |
| Q3 2022 | $7,243,000 | +73.6% | 56,361 | +85.6% | 0.76% | +91.9% |
| Q2 2022 | $4,173,000 | -13.4% | 30,362 | -1.9% | 0.39% | -2.7% |
| Q1 2022 | $4,821,000 | +20.4% | 30,962 | +21.1% | 0.40% | +20.2% |
| Q4 2021 | $4,004,000 | +14.5% | 25,566 | +6.3% | 0.34% | -14.7% |
| Q3 2021 | $3,498,000 | +81.5% | 24,055 | +84.3% | 0.40% | +71.0% |
| Q2 2021 | $1,927,000 | -1.8% | 13,055 | -6.1% | 0.23% | -26.4% |
| Q1 2021 | $1,962,000 | +565.1% | 13,896 | +501.8% | 0.31% | +406.5% |
| Q4 2020 | $295,000 | +12.6% | 2,309 | -1.2% | 0.06% | -3.1% |
| Q3 2020 | $262,000 | +5.2% | 2,337 | +1.5% | 0.06% | -11.1% |
| Q2 2020 | $249,000 | -13.2% | 2,302 | -4.6% | 0.07% | -50.3% |
| Q3 2019 | $287,000 | +2.1% | 2,412 | 0.0% | 0.14% | -46.9% |
| Q2 2019 | $281,000 | -31.0% | 2,412 | -33.2% | 0.27% | -21.6% |
| Q1 2019 | $407,000 | +11.5% | 3,613 | 0.0% | 0.35% | -4.7% |
| Q4 2018 | $365,000 | – | 3,613 | – | 0.36% | – |
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% |