ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 362 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $865 | -99.9% | 5,963 | -2.3% | 0.02% | 0.0% |
Q3 2022 | $784,000 | -5.2% | 6,102 | +1.4% | 0.02% | 0.0% |
Q2 2022 | $827,000 | -12.9% | 6,016 | -1.3% | 0.02% | 0.0% |
Q1 2022 | $949,000 | -0.6% | 6,096 | +0.0% | 0.02% | +4.8% |
Q4 2021 | $955,000 | +7.8% | 6,095 | 0.0% | 0.02% | 0.0% |
Q3 2021 | $886,000 | -6.6% | 6,095 | -5.2% | 0.02% | -8.7% |
Q2 2021 | $949,000 | +4.5% | 6,429 | +0.0% | 0.02% | 0.0% |
Q1 2021 | $908,000 | +10.3% | 6,428 | 0.0% | 0.02% | 0.0% |
Q4 2020 | $823,000 | +16.1% | 6,428 | +2.0% | 0.02% | +4.5% |
Q3 2020 | $709,000 | +4.0% | 6,301 | 0.0% | 0.02% | -4.3% |
Q2 2020 | $682,000 | +12.5% | 6,301 | 0.0% | 0.02% | -4.2% |
Q1 2020 | $606,000 | -26.1% | 6,301 | 0.0% | 0.02% | -7.7% |
Q4 2019 | $820,000 | +9.0% | 6,301 | -0.1% | 0.03% | +4.0% |
Q3 2019 | $752,000 | +2.3% | 6,309 | 0.0% | 0.02% | 0.0% |
Q2 2019 | $735,000 | +3.4% | 6,309 | 0.0% | 0.02% | 0.0% |
Q1 2019 | $711,000 | +14.3% | 6,309 | +2.6% | 0.02% | 0.0% |
Q4 2018 | $622,000 | -12.6% | 6,149 | 0.0% | 0.02% | +4.2% |
Q3 2018 | $712,000 | +5.2% | 6,149 | 0.0% | 0.02% | -4.0% |
Q2 2018 | $677,000 | +0.7% | 6,149 | 0.0% | 0.02% | 0.0% |
Q1 2018 | $672,000 | -4.3% | 6,149 | 0.0% | 0.02% | 0.0% |
Q4 2017 | $702,000 | +6.2% | 6,149 | +0.4% | 0.02% | 0.0% |
Q3 2017 | $661,000 | +2.8% | 6,124 | 0.0% | 0.02% | +4.2% |
Q2 2017 | $643,000 | +0.9% | 6,124 | 0.0% | 0.02% | -4.0% |
Q1 2017 | $637,000 | +2.6% | 6,124 | 0.0% | 0.02% | 0.0% |
Q4 2016 | $621,000 | +6.7% | 6,124 | 0.0% | 0.02% | +4.2% |
Q3 2016 | $582,000 | +2.3% | 6,124 | 0.0% | 0.02% | 0.0% |
Q2 2016 | $569,000 | +6.2% | 6,124 | +2.8% | 0.02% | +4.3% |
Q1 2016 | $536,000 | +1.7% | 5,957 | 0.0% | 0.02% | 0.0% |
Q4 2015 | $527,000 | +5.2% | 5,957 | -0.2% | 0.02% | 0.0% |
Q3 2015 | $501,000 | -8.9% | 5,967 | 0.0% | 0.02% | 0.0% |
Q2 2015 | $550,000 | -0.4% | 5,967 | 0.0% | 0.02% | -4.2% |
Q1 2015 | $552,000 | -1.4% | 5,967 | 0.0% | 0.02% | 0.0% |
Q4 2014 | $560,000 | +4.3% | 5,967 | 0.0% | 0.02% | 0.0% |
Q3 2014 | $537,000 | -1.3% | 5,967 | -1.0% | 0.02% | 0.0% |
Q2 2014 | $544,000 | +1.3% | 6,027 | -4.4% | 0.02% | -4.0% |
Q1 2014 | $537,000 | -3.4% | 6,307 | -3.1% | 0.02% | -3.8% |
Q4 2013 | $556,000 | +8.2% | 6,507 | -0.8% | 0.03% | 0.0% |
Q3 2013 | $514,000 | +1.4% | 6,557 | -2.1% | 0.03% | -3.7% |
Q2 2013 | $507,000 | – | 6,698 | – | 0.03% | – |
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% |