ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 625 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $708 | -1.9% | 4,604 | +2.7% | 0.07% | +2.8% |
Q2 2023 | $722 | +1.5% | 4,481 | -4.3% | 0.07% | -20.9% |
Q1 2023 | $711 | +22.0% | 4,684 | +16.5% | 0.09% | +19.7% |
Q4 2022 | $583 | -99.8% | 4,021 | +48.4% | 0.08% | +72.7% |
Q3 2022 | $348,000 | -6.5% | 2,709 | +0.1% | 0.04% | 0.0% |
Q2 2022 | $372,000 | -11.6% | 2,707 | +0.0% | 0.04% | +7.3% |
Q1 2022 | $421,000 | -0.2% | 2,706 | +0.3% | 0.04% | +2.5% |
Q4 2021 | $422,000 | +8.5% | 2,697 | +0.9% | 0.04% | -24.5% |
Q3 2021 | $389,000 | -1.3% | 2,674 | +0.2% | 0.05% | +32.5% |
Q2 2021 | $394,000 | +2.3% | 2,668 | -2.2% | 0.04% | 0.0% |
Q1 2021 | $385,000 | +17.0% | 2,728 | -6.7% | 0.04% | -11.1% |
Q3 2020 | $329,000 | +4.1% | 2,925 | +0.1% | 0.04% | +2.3% |
Q2 2020 | $316,000 | -32.9% | 2,923 | -40.3% | 0.04% | -42.9% |
Q1 2020 | $471,000 | -43.6% | 4,896 | -23.8% | 0.08% | -34.2% |
Q4 2019 | $835,000 | +8.3% | 6,421 | -0.8% | 0.12% | +1.7% |
Q3 2019 | $771,000 | -2.3% | 6,471 | -4.4% | 0.12% | -4.2% |
Q2 2019 | $789,000 | -22.9% | 6,771 | -25.4% | 0.12% | -27.7% |
Q1 2019 | $1,023,000 | -35.4% | 9,075 | -42.0% | 0.17% | -43.9% |
Q4 2018 | $1,583,000 | +4.8% | 15,647 | +20.0% | 0.30% | +20.3% |
Q3 2018 | $1,510,000 | +3.6% | 13,034 | -1.5% | 0.25% | -2.8% |
Q2 2018 | $1,457,000 | -1.7% | 13,234 | -2.3% | 0.25% | -32.7% |
Q1 2018 | $1,482,000 | -2.8% | 13,551 | +1.5% | 0.38% | +5.6% |
Q4 2017 | $1,525,000 | +2.2% | 13,351 | -3.4% | 0.36% | -5.6% |
Q3 2017 | $1,492,000 | -6.8% | 13,826 | -9.3% | 0.38% | -11.5% |
Q2 2017 | $1,601,000 | +5.5% | 15,251 | +4.6% | 0.43% | -1.4% |
Q1 2017 | $1,518,000 | -14.3% | 14,586 | -16.5% | 0.43% | -41.5% |
Q4 2016 | $1,772,000 | +19.0% | 17,476 | +11.5% | 0.74% | +7.1% |
Q3 2016 | $1,489,000 | +168.3% | 15,676 | -6.4% | 0.69% | -37.0% |
Q2 2016 | $555,000 | – | 16,741 | – | 1.09% | – |
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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% |