ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 645 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.13 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,841,929 | -6.6% | 24,974 | -2.1% | 0.01% | 0.0% |
| Q2 2023 | $4,112,884 | +86.6% | 25,516 | +61.2% | 0.01% | +100.0% |
| Q1 2023 | $2,204,059 | +56.6% | 15,831 | +63.2% | 0.00% | +50.0% |
| Q4 2022 | $1,407,414 | +5.3% | 9,702 | -5.4% | 0.00% | 0.0% |
| Q3 2022 | $1,336,000 | -4.7% | 10,257 | +1.1% | 0.00% | 0.0% |
| Q2 2022 | $1,402,000 | -37.4% | 10,146 | -29.4% | 0.00% | -33.3% |
| Q1 2022 | $2,239,000 | +47.5% | 14,376 | +45.9% | 0.00% | +50.0% |
| Q4 2021 | $1,518,000 | +42.4% | 9,853 | +37.0% | 0.00% | +100.0% |
| Q3 2021 | $1,066,000 | -13.6% | 7,193 | -14.0% | 0.00% | -50.0% |
| Q2 2021 | $1,234,000 | +138.7% | 8,361 | +128.2% | 0.00% | +100.0% |
| Q1 2021 | $517,000 | +90.8% | 3,664 | +30.3% | 0.00% | 0.0% |
| Q1 2020 | $271,000 | +15.3% | 2,813 | +55.9% | 0.00% | – |
| Q4 2019 | $235,000 | -66.8% | 1,804 | -69.6% | 0.00% | -100.0% |
| Q3 2019 | $707,000 | -46.2% | 5,933 | -47.4% | 0.00% | -50.0% |
| Q2 2019 | $1,315,000 | +25.8% | 11,281 | +21.7% | 0.00% | 0.0% |
| Q1 2019 | $1,045,000 | -18.8% | 9,270 | -27.1% | 0.00% | 0.0% |
| Q4 2018 | $1,287,000 | +75.3% | 12,723 | +100.8% | 0.00% | +100.0% |
| Q3 2018 | $734,000 | +150.5% | 6,336 | +137.9% | 0.00% | – |
| Q2 2018 | $293,000 | – | 2,663 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 467,574 | $59,859,000 | 23.71% |
| LPWM LLC | 208,165 | $26,649,000 | 19.89% |
| Willis Johnson & Associates, Inc. | 622,357 | $79,674,000 | 13.30% |
| MMA ASSET MANAGEMENT LLC | 91,276 | $11,685,000 | 11.36% |
| Powell Investment Advisors, LLC | 115,050 | $14,729,000 | 11.20% |
| Halpern Financial, Inc. | 160,532 | $20,551,311 | 10.69% |
| Praetorian Wealth Management, Inc. | 211,425 | $27,066,000 | 10.34% |
| FINANCIAL LIFE ADVISORS | 145,813 | $18,666,000 | 9.66% |
| Strategic Wealth Partners Group, LLC | 350,915 | $44,924,000 | 9.53% |
| AMARILLO NATIONAL BANK | 266,126 | $34,069,000 | 9.32% |