ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 619 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.44 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 | 467,574 | $59,859,000 | 23.71% |
| LPWM LLC | 208,165 | $26,649,000 | 19.89% |
| Willis Johnson & Associates, Inc. | 622,357 | $79,674,000 | 13.30% |
| MMA ASSET MANAGEMENT LLC | 91,276 | $11,685,000 | 11.36% |
| Powell Investment Advisors, LLC | 115,050 | $14,729,000 | 11.20% |
| Halpern Financial, Inc. | 160,532 | $20,551,311 | 10.69% |
| Praetorian Wealth Management, Inc. | 211,425 | $27,066,000 | 10.34% |
| FINANCIAL LIFE ADVISORS | 145,813 | $18,666,000 | 9.66% |
| Strategic Wealth Partners Group, LLC | 350,915 | $44,924,000 | 9.53% |
| AMARILLO NATIONAL BANK | 266,126 | $34,069,000 | 9.32% |