ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 634 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.52 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,331 | -6.2% | 99,654 | -1.7% | 0.08% | -5.6% |
| Q2 2023 | $16,349 | +18.6% | 101,427 | +11.6% | 0.09% | -7.2% |
| Q1 2023 | $13,787 | -5.4% | 90,846 | -9.6% | 0.10% | +1.0% |
| Q4 2022 | $14,579 | -99.9% | 100,499 | +8.7% | 0.10% | +6.7% |
| Q3 2022 | $11,886,000 | -6.3% | 92,480 | +0.2% | 0.09% | -6.2% |
| Q2 2022 | $12,687,000 | -12.0% | 92,295 | -0.3% | 0.10% | -5.9% |
| Q1 2022 | $14,421,000 | +1.1% | 92,609 | +1.7% | 0.10% | -1.0% |
| Q4 2021 | $14,263,000 | +10.4% | 91,059 | +2.4% | 0.10% | 0.0% |
| Q3 2021 | $12,925,000 | -2.2% | 88,882 | -0.7% | 0.10% | -7.2% |
| Q2 2021 | $13,218,000 | +3.8% | 89,526 | -0.7% | 0.11% | -9.0% |
| Q1 2021 | $12,735,000 | -35.6% | 90,162 | -41.6% | 0.12% | -42.2% |
| Q4 2020 | $19,770,000 | +15.2% | 154,429 | +1.2% | 0.21% | -1.9% |
| Q3 2020 | $17,157,000 | +7.9% | 152,576 | +3.8% | 0.22% | +0.9% |
| Q2 2020 | $15,899,000 | +3.9% | 146,925 | -7.6% | 0.21% | -19.0% |
| Q1 2020 | $15,307,000 | -26.0% | 159,033 | +0.0% | 0.26% | -11.1% |
| Q4 2019 | $20,682,000 | +42.6% | 158,983 | +30.6% | 0.30% | +26.5% |
| Q3 2019 | $14,508,000 | -21.3% | 121,773 | -23.0% | 0.23% | -11.4% |
| Q2 2019 | $18,436,000 | +2.7% | 158,153 | -0.6% | 0.26% | -5.0% |
| Q1 2019 | $17,943,000 | -23.0% | 159,158 | -31.0% | 0.28% | -33.7% |
| Q4 2018 | $23,313,000 | +9.3% | 230,502 | +25.2% | 0.42% | +16.4% |
| Q3 2018 | $21,333,000 | +61.9% | 184,163 | +53.9% | 0.36% | +25.4% |
| Q2 2018 | $13,175,000 | +28.6% | 119,633 | +27.6% | 0.29% | +32.3% |
| Q1 2018 | $10,248,000 | -69.9% | 93,722 | -68.5% | 0.22% | -66.5% |
| Q4 2017 | $34,036,000 | -8.4% | 297,931 | -13.5% | 0.65% | -15.6% |
| Q3 2017 | $37,162,000 | -22.2% | 344,380 | -24.4% | 0.77% | -16.4% |
| Q2 2017 | $47,790,000 | – | 455,317 | – | 0.92% | – |
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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% |