ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 749 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.21 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $332,521 | -6.7% | 2,161 | -2.3% | 0.19% | -1.0% |
| Q2 2023 | $356,467 | -5.9% | 2,211 | -11.4% | 0.19% | -15.4% |
| Q1 2023 | $378,620 | +22.8% | 2,495 | +17.4% | 0.23% | +16.9% |
| Q4 2022 | $308,326 | +13.4% | 2,125 | +0.5% | 0.20% | -2.5% |
| Q3 2022 | $272,000 | -5.9% | 2,115 | +0.6% | 0.20% | -2.0% |
| Q2 2022 | $289,000 | -11.3% | 2,103 | +0.4% | 0.20% | +3.0% |
| Q1 2022 | $326,000 | -0.3% | 2,095 | +0.4% | 0.20% | +1.0% |
| Q4 2021 | $327,000 | +8.3% | 2,087 | +0.4% | 0.20% | 0.0% |
| Q3 2021 | $302,000 | -1.0% | 2,078 | +0.7% | 0.20% | -1.0% |
| Q2 2021 | $305,000 | +5.2% | 2,064 | +0.3% | 0.20% | +1.5% |
| Q1 2021 | $290,000 | +10.7% | 2,057 | +0.6% | 0.20% | -1.0% |
| Q4 2020 | $262,000 | +22.4% | 2,044 | +7.4% | 0.20% | +3.1% |
| Q3 2020 | $214,000 | +4.9% | 1,903 | +0.6% | 0.19% | -10.7% |
| Q2 2020 | $204,000 | -72.5% | 1,892 | -75.4% | 0.21% | -78.4% |
| Q1 2020 | $741,000 | -27.1% | 7,704 | -1.4% | 0.99% | +16.2% |
| Q4 2019 | $1,016,000 | – | 7,812 | – | 0.85% | – |
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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% |