ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 749 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.24 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $427,000 | +12.4% | 3,945 | 0.0% | 0.14% | -0.7% |
| Q1 2020 | $380,000 | -31.9% | 3,945 | -8.0% | 0.14% | -15.8% |
| Q4 2019 | $558,000 | +9.2% | 4,290 | 0.0% | 0.17% | +4.9% |
| Q3 2019 | $511,000 | +2.2% | 4,290 | 0.0% | 0.16% | +1.2% |
| Q2 2019 | $500,000 | +3.3% | 4,290 | 0.0% | 0.16% | +10.3% |
| Q1 2019 | $484,000 | +10.8% | 4,290 | -0.8% | 0.15% | +4.3% |
| Q4 2018 | $437,000 | -12.8% | 4,325 | 0.0% | 0.14% | -0.7% |
| Q3 2018 | $501,000 | +5.3% | 4,325 | 0.0% | 0.14% | +1.4% |
| Q2 2018 | $476,000 | +0.6% | 4,325 | 0.0% | 0.14% | +6.1% |
| Q1 2018 | $473,000 | -4.3% | 4,325 | 0.0% | 0.13% | -1.5% |
| Q4 2017 | $494,000 | +0.2% | 4,325 | -5.4% | 0.13% | -25.3% |
| Q3 2017 | $493,000 | +2.7% | 4,570 | 0.0% | 0.18% | +9.2% |
| Q2 2017 | $480,000 | -76.3% | 4,570 | -78.6% | 0.16% | -78.0% |
| Q3 2016 | $2,028,000 | +7.1% | 21,356 | +4.8% | 0.74% | +11.7% |
| Q2 2016 | $1,894,000 | – | 20,387 | – | 0.66% | – |
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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% |