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 | 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% |