ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 708 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.14 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $239,000 | -7.4% | 2,212 | -17.6% | 0.07% | -18.0% |
| Q1 2020 | $258,000 | -26.1% | 2,684 | 0.0% | 0.09% | -9.2% |
| Q4 2019 | $349,000 | +10.1% | 2,684 | +0.9% | 0.10% | +6.5% |
| Q3 2019 | $317,000 | +2.3% | 2,661 | 0.0% | 0.09% | -1.1% |
| Q2 2019 | $310,000 | -4.6% | 2,661 | -7.8% | 0.09% | -7.9% |
| Q1 2019 | $325,000 | +16.1% | 2,887 | +4.4% | 0.10% | +7.4% |
| Q4 2018 | $280,000 | -11.4% | 2,766 | +2.1% | 0.09% | 0.0% |
| Q3 2018 | $316,000 | +3.9% | 2,710 | -1.2% | 0.09% | -4.1% |
| Q2 2018 | $304,000 | +23.6% | 2,742 | +21.4% | 0.10% | +24.1% |
| Q1 2018 | $246,000 | -4.7% | 2,258 | 0.0% | 0.08% | +1.3% |
| Q4 2017 | $258,000 | +6.2% | 2,258 | 0.0% | 0.08% | -6.0% |
| Q3 2017 | $243,000 | +2.5% | 2,258 | 0.0% | 0.08% | -13.5% |
| Q2 2017 | $237,000 | +0.9% | 2,258 | 0.0% | 0.10% | -43.2% |
| Q1 2017 | $235,000 | +2.6% | 2,258 | 0.0% | 0.17% | -2.9% |
| Q4 2016 | $229,000 | -42.6% | 2,258 | -47.5% | 0.17% | -45.1% |
| Q3 2016 | $399,000 | 0.0% | 4,298 | 0.0% | 0.32% | +9.3% |
| Q2 2016 | $399,000 | +3.1% | 4,298 | 0.0% | 0.29% | +7.8% |
| Q1 2016 | $387,000 | +1.6% | 4,298 | 0.0% | 0.27% | -9.1% |
| Q4 2015 | $381,000 | – | 4,298 | – | 0.30% | – |
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% |