ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 619 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $332,000 | -8.0% | 2,851 | -11.0% | 0.00% | -20.0% |
| Q1 2019 | $361,000 | +228.2% | 3,203 | +193.9% | 0.01% | +400.0% |
| Q4 2018 | $110,000 | -80.8% | 1,090 | -78.0% | 0.00% | -85.7% |
| Q3 2018 | $573,000 | +324.4% | 4,952 | +302.9% | 0.01% | +250.0% |
| Q2 2018 | $135,000 | +45.2% | 1,229 | +43.1% | 0.00% | +100.0% |
| Q1 2018 | $93,000 | -66.4% | 859 | -64.7% | 0.00% | -66.7% |
| Q4 2017 | $277,000 | +185.6% | 2,430 | +167.9% | 0.00% | +200.0% |
| Q3 2017 | $97,000 | -45.8% | 907 | -46.8% | 0.00% | -50.0% |
| Q2 2017 | $179,000 | -96.1% | 1,706 | -96.1% | 0.00% | -97.2% |
| Q1 2017 | $4,545,000 | +674.3% | 43,691 | +654.5% | 0.07% | +787.5% |
| Q4 2016 | $587,000 | +239.3% | 5,791 | +217.5% | 0.01% | +166.7% |
| Q3 2016 | $173,000 | -40.5% | 1,824 | -42.0% | 0.00% | -25.0% |
| Q2 2016 | $291,000 | -5.5% | 3,143 | -8.5% | 0.00% | -55.6% |
| Q1 2016 | $308,000 | +53.2% | 3,434 | +50.9% | 0.01% | +125.0% |
| Q4 2015 | $201,000 | – | 2,276 | – | 0.00% | – |
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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% |