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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $374,000 | -44.7% | 3,882 | -25.3% | 0.07% | -34.0% |
| Q4 2019 | $676,000 | +9.2% | 5,198 | 0.0% | 0.10% | -4.8% |
| Q3 2019 | $619,000 | +2.1% | 5,198 | 0.0% | 0.10% | -5.4% |
| Q2 2019 | $606,000 | +3.4% | 5,198 | 0.0% | 0.11% | -4.3% |
| Q1 2019 | $586,000 | +11.2% | 5,198 | -0.3% | 0.12% | -1.7% |
| Q4 2018 | $527,000 | -17.8% | 5,214 | -5.8% | 0.12% | -0.8% |
| Q3 2018 | $641,000 | +5.1% | 5,535 | 0.0% | 0.12% | -0.8% |
| Q2 2018 | $610,000 | -28.4% | 5,535 | -29.0% | 0.12% | -30.2% |
| Q1 2018 | $852,000 | -1.3% | 7,794 | +3.2% | 0.17% | -5.0% |
| Q4 2017 | $863,000 | +5.9% | 7,551 | 0.0% | 0.18% | -0.5% |
| Q3 2017 | $815,000 | +2.8% | 7,551 | 0.0% | 0.18% | -1.6% |
| Q2 2017 | $793,000 | +0.9% | 7,551 | 0.0% | 0.18% | +0.5% |
| Q1 2017 | $786,000 | +2.6% | 7,551 | 0.0% | 0.18% | -2.6% |
| Q4 2016 | $766,000 | +3091.7% | 7,551 | +2861.2% | 0.19% | +3050.0% |
| Q1 2015 | $24,000 | – | 255 | – | 0.01% | – |
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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% |