ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 721 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $1,869,000 | +2.2% | 15,691 | 0.0% | 0.62% | +1.1% |
| Q2 2019 | $1,829,000 | +3.4% | 15,691 | 0.0% | 0.62% | +4.0% |
| Q1 2019 | $1,769,000 | +11.5% | 15,691 | 0.0% | 0.59% | -2.8% |
| Q4 2018 | $1,587,000 | -12.7% | 15,691 | 0.0% | 0.61% | +7.0% |
| Q3 2018 | $1,818,000 | +5.2% | 15,691 | 0.0% | 0.57% | -1.4% |
| Q2 2018 | $1,728,000 | +0.7% | 15,691 | 0.0% | 0.58% | -7.2% |
| Q1 2018 | $1,716,000 | -4.3% | 15,691 | 0.0% | 0.62% | -6.0% |
| Q4 2017 | $1,793,000 | +5.9% | 15,691 | 0.0% | 0.66% | +2.2% |
| Q3 2017 | $1,693,000 | +2.8% | 15,691 | 0.0% | 0.65% | -5.2% |
| Q2 2017 | $1,647,000 | +0.9% | 15,691 | 0.0% | 0.69% | +3.3% |
| Q1 2017 | $1,632,000 | +2.6% | 15,691 | 0.0% | 0.66% | -3.2% |
| Q4 2016 | $1,591,000 | +6.8% | 15,691 | 0.0% | 0.69% | +4.9% |
| Q3 2016 | $1,490,000 | +2.2% | 15,691 | 0.0% | 0.65% | +3.2% |
| Q2 2016 | $1,458,000 | +3.3% | 15,691 | 0.0% | 0.63% | +1.3% |
| Q1 2016 | $1,411,000 | +1.6% | 15,691 | 0.0% | 0.63% | +10.8% |
| Q4 2015 | $1,389,000 | +5.3% | 15,691 | 0.0% | 0.56% | -4.1% |
| Q3 2015 | $1,319,000 | -8.8% | 15,691 | 0.0% | 0.59% | 0.0% |
| Q2 2015 | $1,447,000 | -0.3% | 15,691 | 0.0% | 0.59% | +1.7% |
| Q1 2015 | $1,452,000 | -1.3% | 15,691 | 0.0% | 0.58% | -2.7% |
| Q4 2014 | $1,471,000 | +4.1% | 15,691 | 0.0% | 0.60% | -0.8% |
| Q3 2014 | $1,413,000 | -0.3% | 15,691 | 0.0% | 0.60% | +4.2% |
| Q2 2014 | $1,417,000 | +3.9% | 15,691 | 0.0% | 0.58% | +0.5% |
| Q1 2014 | $1,364,000 | +1.7% | 15,691 | 0.0% | 0.57% | +2.3% |
| Q4 2013 | $1,341,000 | +9.1% | 15,691 | 0.0% | 0.56% | 0.0% |
| Q3 2013 | $1,229,000 | – | 15,691 | – | 0.56% | – |
Download | ||||||
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% |