ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 811 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.34 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $4,261,527 | -16.3% | 33,158 | -10.4% | 0.18% | -13.4% |
| Q2 2022 | $5,088,489 | +25.1% | 37,018 | +41.7% | 0.21% | +50.4% |
| Q1 2022 | $4,068,713 | +35.5% | 26,128 | +36.3% | 0.14% | +37.6% |
| Q4 2021 | $3,002,998 | +70.5% | 19,173 | +58.4% | 0.10% | +53.0% |
| Q3 2021 | $1,760,818 | +31.0% | 12,101 | +33.0% | 0.07% | +26.9% |
| Q2 2021 | $1,343,658 | +5.5% | 9,101 | +1.0% | 0.05% | -7.1% |
| Q1 2021 | $1,273,235 | +24.4% | 9,015 | +12.7% | 0.06% | +7.7% |
| Q4 2020 | $1,023,826 | +213.5% | 7,997 | +175.4% | 0.05% | +173.7% |
| Q3 2020 | $326,556 | -15.0% | 2,904 | -18.2% | 0.02% | -24.0% |
| Q2 2020 | $384,028 | -4.0% | 3,549 | -14.6% | 0.02% | -24.2% |
| Q1 2020 | $400,106 | -76.5% | 4,157 | -68.3% | 0.03% | -72.7% |
| Q4 2019 | $1,704,895 | +112.6% | 13,106 | +94.7% | 0.12% | +83.3% |
| Q3 2019 | $801,846 | -38.4% | 6,730 | -39.7% | 0.07% | -40.0% |
| Q2 2019 | $1,301,559 | +14.6% | 11,165 | +10.8% | 0.11% | +2.8% |
| Q1 2019 | $1,135,990 | +82.3% | 10,076 | +63.6% | 0.11% | +39.0% |
| Q4 2018 | $622,992 | -6.3% | 6,160 | +7.3% | 0.08% | +1.3% |
| Q3 2018 | $665,004 | +1.8% | 5,741 | -3.3% | 0.08% | -14.6% |
| Q2 2018 | $653,525 | +1.1% | 5,934 | +0.4% | 0.09% | -7.3% |
| Q1 2018 | $646,322 | +73.5% | 5,911 | +81.3% | 0.10% | +62.7% |
| Q4 2017 | $372,564 | – | 3,261 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 416,733 | $63,243,401 | 23.53% |
| LPWM LLC | 249,212 | $37,820,405 | 18.18% |
| Foundation Wealth Management, LLC | 106,963 | $16,232,678 | 16.71% |
| Halpern Financial, Inc. | 272,735 | $41,390,269 | 14.88% |
| MMA ASSET MANAGEMENT LLC | 124,393 | $18,877,872 | 13.50% |
| Praetorian Wealth Management, Inc. | 253,861 | $38,525,945 | 12.52% |
| Powell Investment Advisors, LLC | 145,268 | $22,045,870 | 12.27% |
| FINANCIAL LIFE ADVISORS | 175,008 | $26,559,189 | 11.42% |
| Frank, Rimerman Advisors LLC | 269,955 | $40,968,371 | 11.32% |
| INSTRUMENTAL WEALTH, LLC | 54,666 | $8,253,518 | 10.90% |