ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 726 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $159,000 | +10.4% | 1,126 | 0.0% | 0.03% | +19.2% |
| Q4 2020 | $144,000 | +13.4% | 1,126 | 0.0% | 0.03% | 0.0% |
| Q3 2020 | $127,000 | +4.1% | 1,126 | 0.0% | 0.03% | -3.7% |
| Q2 2020 | $122,000 | +13.0% | 1,126 | 0.0% | 0.03% | 0.0% |
| Q1 2020 | $108,000 | -27.0% | 1,126 | -0.9% | 0.03% | -18.2% |
| Q4 2019 | $148,000 | +10.4% | 1,136 | +0.9% | 0.03% | 0.0% |
| Q3 2019 | $134,000 | +2.3% | 1,126 | 0.0% | 0.03% | -5.7% |
| Q2 2019 | $131,000 | +3.1% | 1,126 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $127,000 | +11.4% | 1,126 | 0.0% | 0.04% | 0.0% |
| Q4 2018 | $114,000 | -12.3% | 1,126 | 0.0% | 0.04% | -20.5% |
| Q3 2018 | $130,000 | +1525.0% | 1,126 | +1401.3% | 0.04% | +1366.7% |
| Q2 2018 | $8,000 | – | 75 | – | 0.00% | – |
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% |