ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 447 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.82 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $2,871,000 | +34.9% | 18,436 | +35.7% | 0.00% | +100.0% |
| Q4 2021 | $2,128,000 | +7.4% | 13,588 | -0.3% | 0.00% | 0.0% |
| Q3 2021 | $1,982,000 | -7.8% | 13,631 | -6.4% | 0.00% | 0.0% |
| Q2 2021 | $2,150,000 | +9.8% | 14,565 | +5.0% | 0.00% | 0.0% |
| Q1 2021 | $1,958,000 | +86.8% | 13,865 | +69.4% | 0.00% | 0.0% |
| Q4 2020 | $1,048,000 | -17.7% | 8,183 | -27.7% | 0.00% | 0.0% |
| Q3 2020 | $1,273,000 | -20.0% | 11,324 | -23.0% | 0.00% | 0.0% |
| Q2 2020 | $1,591,000 | +307.9% | 14,701 | +339.9% | 0.00% | – |
| Q2 2019 | $390,000 | +28.7% | 3,342 | +11.6% | 0.00% | – |
| Q4 2018 | $303,000 | +39.6% | 2,995 | +39.6% | 0.00% | – |
| Q4 2016 | $217,000 | +2.8% | 2,145 | -3.6% | 0.00% | – |
| Q3 2016 | $211,000 | -63.9% | 2,226 | -64.6% | 0.00% | -100.0% |
| Q2 2016 | $584,000 | -0.2% | 6,285 | -3.4% | 0.00% | 0.0% |
| Q1 2016 | $585,000 | -18.2% | 6,505 | -19.5% | 0.00% | 0.0% |
| Q4 2015 | $715,000 | +1.3% | 8,082 | -3.8% | 0.00% | 0.0% |
| Q3 2015 | $706,000 | -18.0% | 8,399 | -10.0% | 0.00% | -50.0% |
| Q2 2015 | $861,000 | -6.6% | 9,334 | -6.3% | 0.00% | 0.0% |
| Q1 2015 | $922,000 | -12.4% | 9,961 | -11.2% | 0.00% | 0.0% |
| Q4 2014 | $1,052,000 | – | 11,220 | – | 0.00% | – |
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% |