ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 708 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.14 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $402,445 | -4.6% | 2,616 | 0.0% | 0.03% | -3.2% |
| Q2 2023 | $421,673 | +6.2% | 2,616 | 0.0% | 0.03% | +3.3% |
| Q1 2023 | $397,004 | +101695.9% | 2,616 | -2.8% | 0.03% | 0.0% |
| Q4 2022 | $390 | -99.9% | 2,690 | 0.0% | 0.03% | +3.4% |
| Q3 2022 | $346,000 | -6.5% | 2,690 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $370,000 | -11.7% | 2,690 | 0.0% | 0.03% | +3.6% |
| Q1 2022 | $419,000 | +2.2% | 2,690 | +2.8% | 0.03% | +7.7% |
| Q4 2021 | $410,000 | +7.9% | 2,616 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $380,000 | -1.6% | 2,616 | 0.0% | 0.03% | -3.7% |
| Q2 2021 | $386,000 | -1.5% | 2,616 | -5.8% | 0.03% | -6.9% |
| Q1 2021 | $392,000 | +24.4% | 2,776 | +12.6% | 0.03% | +16.0% |
| Q4 2020 | $315,000 | +13.7% | 2,466 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $277,000 | +4.1% | 2,466 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $266,000 | +12.2% | 2,466 | 0.0% | 0.02% | -3.8% |
| Q1 2020 | $237,000 | -25.9% | 2,466 | 0.0% | 0.03% | -10.3% |
| Q4 2019 | $320,000 | +9.2% | 2,466 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $293,000 | – | 2,466 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 519,429 | $49,995,000 | 27.23% |
| LPWM LLC | 193,875 | $18,660,000 | 20.33% |
| AMARILLO NATIONAL BANK | 394,027 | $37,925,000 | 15.64% |
| Florin Court Capital LLP | 7,773 | $748,000 | 13.96% |
| Halpern Financial, Inc. | 135,000 | $12,993,753 | 12.23% |
| Salomon & Ludwin, LLC | 445,955 | $42,923,000 | 11.04% |
| Strategic Wealth Partners Group, LLC | 370,968 | $35,706,000 | 10.39% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 143,724 | $13,833,000 | 9.76% |
| Powell Investment Advisors, LLC | 77,949 | $7,503,000 | 9.09% |
| Blue Zone Wealth Advisors, LLC | 100,614 | $9,684,000 | 9.08% |