ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 723 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $45,000 | +7.1% | 290 | 0.0% | 0.00% | -25.0% |
| Q3 2021 | $42,000 | -2.3% | 290 | 0.0% | 0.00% | +33.3% |
| Q2 2021 | $43,000 | +4.9% | 290 | 0.0% | 0.00% | -25.0% |
| Q1 2021 | $41,000 | +10.8% | 290 | 0.0% | 0.00% | +33.3% |
| Q4 2020 | $37,000 | +12.1% | 290 | 0.0% | 0.00% | -25.0% |
| Q3 2020 | $33,000 | +6.5% | 290 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $31,000 | +10.7% | 290 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $28,000 | -26.3% | 290 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $38,000 | +8.6% | 290 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $35,000 | +2.9% | 290 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $34,000 | -29.2% | 290 | -32.1% | 0.00% | -33.3% |
| Q1 2019 | $48,000 | +11.6% | 427 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $43,000 | -12.2% | 427 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $49,000 | +2.1% | 427 | -2.3% | 0.01% | -14.3% |
| Q2 2018 | $48,000 | 0.0% | 437 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $48,000 | -4.0% | 437 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $50,000 | +4.2% | 437 | -1.8% | 0.01% | 0.0% |
| Q3 2017 | $48,000 | +4.3% | 445 | +1.8% | 0.01% | 0.0% |
| Q2 2017 | $46,000 | +2.2% | 437 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $45,000 | +2.3% | 437 | 0.0% | 0.01% | -12.5% |
| Q4 2016 | $44,000 | +7.3% | 437 | 0.0% | 0.01% | +14.3% |
| Q3 2016 | $41,000 | 0.0% | 437 | 0.0% | 0.01% | -12.5% |
| Q2 2016 | $41,000 | +51.9% | 437 | +45.7% | 0.01% | +60.0% |
| Q1 2016 | $27,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $27,000 | +8.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $25,000 | -10.7% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $28,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $28,000 | 0.0% | 300 | 0.0% | 0.01% | -28.6% |
| Q4 2014 | $28,000 | +3.7% | 300 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $27,000 | 0.0% | 300 | 0.0% | 0.01% | +16.7% |
| Q2 2014 | $27,000 | – | 300 | – | 0.01% | – |
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% |