ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 811 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.34 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $782,000 | -19.0% | 6,087 | -13.3% | 0.17% | -25.1% |
| Q2 2022 | $965,000 | -12.7% | 7,023 | -1.0% | 0.23% | +29.7% |
| Q1 2022 | $1,105,000 | -5.6% | 7,097 | -5.0% | 0.18% | +4.2% |
| Q4 2021 | $1,170,000 | -14.2% | 7,471 | -20.3% | 0.17% | -21.9% |
| Q3 2021 | $1,363,000 | -16.0% | 9,375 | -14.7% | 0.22% | -24.6% |
| Q2 2021 | $1,623,000 | -36.8% | 10,995 | -39.5% | 0.28% | -44.3% |
| Q1 2021 | $2,568,000 | -29.5% | 18,180 | -36.1% | 0.51% | -32.8% |
| Q4 2020 | $3,642,000 | +2.3% | 28,450 | -10.1% | 0.76% | -8.6% |
| Q3 2020 | $3,560,000 | -13.9% | 31,655 | -17.2% | 0.83% | -20.5% |
| Q2 2020 | $4,135,000 | +0.5% | 38,215 | -10.6% | 1.05% | -24.2% |
| Q1 2020 | $4,113,000 | +1613.8% | 42,730 | +2213.5% | 1.38% | +1298.0% |
| Q4 2019 | $240,000 | – | 1,847 | – | 0.10% | – |
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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% |