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 2023 | $359 | +63.9% | 2,390 | +58.3% | 0.01% | +60.0% |
| Q4 2022 | $219 | -99.9% | 1,510 | +32.5% | 0.01% | +66.7% |
| Q3 2022 | $148,000 | -5.7% | 1,140 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $157,000 | -11.8% | 1,140 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $178,000 | -0.6% | 1,140 | 0.0% | 0.00% | +50.0% |
| Q4 2021 | $179,000 | +7.8% | 1,140 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $166,000 | -1.2% | 1,140 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $168,000 | +217.0% | 1,140 | +178.7% | 0.00% | +100.0% |
| Q4 2019 | $53,000 | +8.2% | 409 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $49,000 | -24.6% | 409 | -26.4% | 0.00% | -50.0% |
| Q2 2019 | $65,000 | +3.2% | 556 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $63,000 | -76.5% | 556 | -79.0% | 0.00% | -66.7% |
| Q4 2018 | $268,000 | -24.1% | 2,647 | -13.0% | 0.01% | -14.3% |
| Q3 2018 | $353,000 | -38.8% | 3,042 | -41.9% | 0.01% | -50.0% |
| Q2 2018 | $577,000 | -7.2% | 5,238 | -7.9% | 0.01% | -6.7% |
| Q1 2018 | $622,000 | -61.2% | 5,689 | -59.5% | 0.02% | -62.5% |
| Q4 2017 | $1,603,000 | -40.2% | 14,030 | -43.5% | 0.04% | -36.5% |
| Q3 2017 | $2,679,000 | – | 24,823 | – | 0.06% | – |
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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% |