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 | $20,461 | -72.4% | 133 | -77.0% | 0.00% | -66.7% |
| Q3 2022 | $74,000 | +825.0% | 579 | +1013.5% | 0.00% | – |
| Q4 2021 | $8,000 | 0.0% | 52 | 0.0% | 0.00% | – |
| Q3 2021 | $8,000 | – | 52 | – | 0.00% | – |
| Q3 2018 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2017 | $376,992,000 | +5.9% | 3,300 | 0.0% | 0.03% | +3.3% |
| Q3 2017 | $356,103,000 | +2.8% | 3,300 | 0.0% | 0.03% | -3.2% |
| Q2 2017 | $346,368,000 | +2152.4% | 3,300 | +1829.8% | 0.03% | +1450.0% |
| Q1 2016 | $15,378,000 | -58.2% | 171 | -60.2% | 0.00% | -94.1% |
| Q4 2013 | $36,748,000 | – | 430 | – | 0.03% | – |
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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% |