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 | $2,631,421 | -8.8% | 17,105 | -4.4% | 0.37% | -4.9% |
| Q2 2023 | $2,884,395 | -0.5% | 17,894 | -6.3% | 0.38% | -4.9% |
| Q1 2023 | $2,898,437 | -45.9% | 19,099 | -48.3% | 0.40% | -48.1% |
| Q4 2022 | $5,357,538 | +14.5% | 36,931 | +1.4% | 0.78% | +1.3% |
| Q3 2022 | $4,679,000 | -1.3% | 36,410 | +5.6% | 0.77% | +6.4% |
| Q2 2022 | $4,741,000 | -11.4% | 34,487 | +0.4% | 0.72% | +4.2% |
| Q1 2022 | $5,351,000 | +0.2% | 34,360 | +0.8% | 0.70% | +4.2% |
| Q4 2021 | $5,338,000 | +10.8% | 34,080 | +2.9% | 0.67% | +1.2% |
| Q3 2021 | $4,817,000 | -1.4% | 33,126 | +0.1% | 0.66% | +1.9% |
| Q2 2021 | $4,887,000 | +4.9% | 33,099 | +0.4% | 0.65% | -3.3% |
| Q1 2021 | $4,657,000 | +10.3% | 32,974 | -0.0% | 0.67% | +4.0% |
| Q4 2020 | $4,222,000 | +12.9% | 32,975 | -0.8% | 0.64% | -1.5% |
| Q3 2020 | $3,738,000 | +137.2% | 33,238 | +128.2% | 0.65% | +114.1% |
| Q2 2020 | $1,576,000 | +13.1% | 14,563 | +0.6% | 0.30% | -11.6% |
| Q1 2020 | $1,393,000 | -26.1% | 14,477 | -0.1% | 0.34% | -19.8% |
| Q4 2019 | $1,885,000 | +12.0% | 14,488 | +2.6% | 0.43% | -6.7% |
| Q3 2019 | $1,683,000 | +2.2% | 14,122 | +0.0% | 0.46% | -4.4% |
| Q2 2019 | $1,646,000 | +5.0% | 14,121 | +1.6% | 0.48% | -1.2% |
| Q1 2019 | $1,567,000 | +7.0% | 13,895 | -4.0% | 0.49% | -10.0% |
| Q4 2018 | $1,464,000 | -21.6% | 14,470 | -10.3% | 0.54% | -9.2% |
| Q3 2018 | $1,868,000 | – | 16,123 | – | 0.60% | – |
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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% |