ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,111 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $803,000 | -43.9% | 7,125 | -49.7% | 0.00% | -100.0% |
| Q4 2018 | $1,432,000 | -46.3% | 14,155 | -38.6% | 0.00% | 0.0% |
| Q3 2018 | $2,669,000 | -23.3% | 23,042 | -27.1% | 0.00% | 0.0% |
| Q2 2018 | $3,479,000 | -14.1% | 31,592 | -14.7% | 0.00% | -50.0% |
| Q1 2018 | $4,050,000 | -6.9% | 37,038 | -2.8% | 0.00% | 0.0% |
| Q4 2017 | $4,351,000 | +10.5% | 38,086 | +4.4% | 0.00% | +100.0% |
| Q3 2017 | $3,936,000 | +5.9% | 36,471 | +2.9% | 0.00% | 0.0% |
| Q2 2017 | $3,718,000 | +18.1% | 35,427 | +17.1% | 0.00% | 0.0% |
| Q1 2017 | $3,148,000 | +16.2% | 30,258 | +13.3% | 0.00% | 0.0% |
| Q4 2016 | $2,708,000 | +11.9% | 26,712 | +4.8% | 0.00% | 0.0% |
| Q3 2016 | $2,420,000 | +2.2% | 25,486 | +0.0% | 0.00% | 0.0% |
| Q2 2016 | $2,367,000 | +10.5% | 25,484 | +7.0% | 0.00% | 0.0% |
| Q1 2016 | $2,143,000 | -4.4% | 23,826 | -5.9% | 0.00% | 0.0% |
| Q4 2015 | $2,242,000 | +0.4% | 25,320 | -4.7% | 0.00% | 0.0% |
| Q3 2015 | $2,233,000 | -20.3% | 26,574 | -12.6% | 0.00% | 0.0% |
| Q2 2015 | $2,803,000 | -12.0% | 30,393 | -11.7% | 0.00% | 0.0% |
| Q1 2015 | $3,185,000 | -2.1% | 34,411 | -0.8% | 0.00% | 0.0% |
| Q4 2014 | $3,254,000 | +8.1% | 34,699 | +3.8% | 0.00% | 0.0% |
| Q3 2014 | $3,011,000 | -0.3% | 33,430 | -0.1% | 0.00% | 0.0% |
| Q2 2014 | $3,021,000 | -0.7% | 33,459 | -4.4% | 0.00% | 0.0% |
| Q1 2014 | $3,042,000 | -19.4% | 35,011 | -20.7% | 0.00% | 0.0% |
| Q4 2013 | $3,774,000 | +11.1% | 44,160 | +1.8% | 0.00% | 0.0% |
| Q3 2013 | $3,397,000 | +4.2% | 43,373 | +0.8% | 0.00% | -50.0% |
| Q2 2013 | $3,259,000 | – | 43,020 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 405,131 | $62,325,359 | 23.11% |
| Quantitative Strategies, Inc. | 187,158 | $28,792,372 | 19.37% |
| Foundation Wealth Management, LLC | 121,130 | $18,634,505 | 18.62% |
| LPWM LLC | 254,891 | $38,975,312 | 17.52% |
| Halpern Financial, Inc. | 281,683 | $43,334,118 | 14.96% |
| Praetorian Wealth Management, Inc. | 283,325 | $43,586,718 | 13.85% |
| Powell Investment Advisors, LLC | 138,335 | $21,397,622 | 12.86% |
| FINANCIAL LIFE ADVISORS | 177,823 | $27,356,344 | 11.77% |
| LVZ, Inc. | 458,002 | $70,459,044 | 11.36% |
| INSTRUMENTAL WEALTH, LLC | 58,076 | $9,034,945 | 10.55% |