ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 749 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.21 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $669 | -4.6% | 4,350 | 0.0% | 0.06% | -1.8% |
| Q2 2023 | $701 | +6.2% | 4,350 | 0.0% | 0.06% | 0.0% |
| Q1 2023 | $660 | +4.6% | 4,350 | 0.0% | 0.06% | +1.8% |
| Q4 2022 | $631 | -99.9% | 4,350 | 0.0% | 0.06% | +10.0% |
| Q3 2022 | $559,000 | -6.4% | 4,350 | 0.0% | 0.05% | 0.0% |
| Q2 2022 | $597,000 | -11.8% | 4,350 | 0.0% | 0.05% | +4.2% |
| Q1 2022 | $677,000 | -0.6% | 4,350 | 0.0% | 0.05% | 0.0% |
| Q4 2021 | $681,000 | +7.8% | 4,350 | 0.0% | 0.05% | -2.0% |
| Q3 2021 | $632,000 | -1.6% | 4,350 | 0.0% | 0.05% | -2.0% |
| Q2 2021 | $642,000 | +4.6% | 4,350 | 0.0% | 0.05% | -3.8% |
| Q1 2021 | $614,000 | +10.2% | 4,350 | 0.0% | 0.05% | +4.0% |
| Q4 2020 | $557,000 | +13.9% | 4,350 | 0.0% | 0.05% | +2.0% |
| Q3 2020 | $489,000 | +3.8% | 4,350 | 0.0% | 0.05% | -5.8% |
| Q2 2020 | $471,000 | +12.4% | 4,350 | 0.0% | 0.05% | -7.1% |
| Q1 2020 | $419,000 | -26.0% | 4,350 | 0.0% | 0.06% | -5.1% |
| Q4 2019 | $566,000 | +9.3% | 4,350 | 0.0% | 0.06% | +3.5% |
| Q3 2019 | $518,000 | +2.2% | 4,350 | 0.0% | 0.06% | +1.8% |
| Q2 2019 | $507,000 | +3.5% | 4,350 | 0.0% | 0.06% | +1.8% |
| Q1 2019 | $490,000 | +11.4% | 4,350 | 0.0% | 0.06% | -1.8% |
| Q4 2018 | $440,000 | -12.7% | 4,350 | 0.0% | 0.06% | 0.0% |
| Q3 2018 | $504,000 | +5.2% | 4,350 | 0.0% | 0.06% | -3.4% |
| Q2 2018 | $479,000 | -29.9% | 4,350 | -30.4% | 0.06% | -32.6% |
| Q1 2018 | $683,000 | – | 6,250 | – | 0.09% | – |
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% |