ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 645 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.13 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,129,000 | +9.8% | 10,037 | +5.7% | 0.02% | 0.0% |
| Q2 2020 | $1,028,000 | +13.8% | 9,498 | +1.2% | 0.02% | -8.7% |
| Q1 2020 | $903,000 | -22.4% | 9,385 | +5.0% | 0.02% | -11.5% |
| Q4 2019 | $1,163,000 | +0.5% | 8,936 | -8.0% | 0.03% | -10.3% |
| Q3 2019 | $1,157,000 | +4.1% | 9,715 | +2.0% | 0.03% | -3.3% |
| Q2 2019 | $1,111,000 | +3.3% | 9,528 | -0.1% | 0.03% | -3.2% |
| Q1 2019 | $1,075,000 | +11.2% | 9,533 | -0.3% | 0.03% | -3.1% |
| Q4 2018 | $967,000 | -10.8% | 9,557 | +2.1% | 0.03% | +3.2% |
| Q3 2018 | $1,084,000 | +5.0% | 9,361 | -0.1% | 0.03% | -3.1% |
| Q2 2018 | $1,032,000 | -0.1% | 9,375 | -0.8% | 0.03% | -3.0% |
| Q1 2018 | $1,033,000 | -19.9% | 9,452 | -16.3% | 0.03% | -19.5% |
| Q4 2017 | $1,290,000 | +5.9% | 11,291 | +0.1% | 0.04% | -4.7% |
| Q3 2017 | $1,218,000 | +2.2% | 11,284 | -0.6% | 0.04% | -6.5% |
| Q2 2017 | $1,192,000 | +0.7% | 11,356 | -0.2% | 0.05% | -6.1% |
| Q1 2017 | $1,184,000 | +1.6% | 11,380 | -1.0% | 0.05% | -7.5% |
| Q4 2016 | $1,165,000 | +3.8% | 11,493 | -2.7% | 0.05% | -1.9% |
| Q3 2016 | $1,122,000 | -3.4% | 11,814 | -5.5% | 0.05% | -12.9% |
| Q2 2016 | $1,162,000 | +3.4% | 12,508 | +0.0% | 0.06% | -3.1% |
| Q1 2016 | $1,124,000 | -3.9% | 12,503 | -5.4% | 0.06% | -7.2% |
| Q4 2015 | $1,170,000 | +4.0% | 13,212 | -1.3% | 0.07% | 0.0% |
| Q3 2015 | $1,125,000 | -5.0% | 13,388 | +4.2% | 0.07% | 0.0% |
| Q2 2015 | $1,184,000 | +2.0% | 12,845 | +2.4% | 0.07% | 0.0% |
| Q1 2015 | $1,161,000 | -0.7% | 12,540 | +0.5% | 0.07% | -2.8% |
| Q4 2014 | $1,169,000 | +0.4% | 12,472 | -3.5% | 0.07% | -6.6% |
| Q3 2014 | $1,164,000 | -2.0% | 12,924 | -1.8% | 0.08% | -3.8% |
| Q2 2014 | $1,188,000 | +2.9% | 13,164 | -1.0% | 0.08% | -3.7% |
| Q1 2014 | $1,155,000 | +0.3% | 13,296 | -1.3% | 0.08% | -9.9% |
| Q4 2013 | $1,151,000 | +8.0% | 13,466 | -1.0% | 0.09% | -7.1% |
| Q3 2013 | $1,066,000 | +2.3% | 13,606 | -1.1% | 0.10% | -11.7% |
| Q2 2013 | $1,042,000 | – | 13,751 | – | 0.11% | – |
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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% |