ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 749 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.21 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 | 405,131 | $62,325,359 | 23.11% |
| Quantitative Strategies, Inc. | 187,158 | $28,792,372 | 19.37% |
| Foundation Wealth Management, LLC | 121,130 | $18,634,505 | 18.62% |
| LPWM LLC | 254,891 | $38,975,312 | 17.52% |
| Halpern Financial, Inc. | 281,683 | $43,334,118 | 14.96% |
| Praetorian Wealth Management, Inc. | 283,325 | $43,586,718 | 13.85% |
| Powell Investment Advisors, LLC | 138,335 | $21,397,622 | 12.86% |
| FINANCIAL LIFE ADVISORS | 177,823 | $27,356,344 | 11.77% |
| LVZ, Inc. | 458,002 | $70,459,044 | 11.36% |
| INSTRUMENTAL WEALTH, LLC | 58,076 | $9,034,945 | 10.55% |