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 2021 | $233,000 | -1.7% | 1,602 | 0.0% | 0.09% | -4.2% |
| Q2 2021 | $237,000 | +4.9% | 1,602 | 0.0% | 0.10% | 0.0% |
| Q1 2021 | $226,000 | +10.2% | 1,602 | 0.0% | 0.10% | +8.0% |
| Q4 2020 | $205,000 | -0.5% | 1,602 | -12.7% | 0.09% | -12.9% |
| Q3 2020 | $206,000 | -13.8% | 1,836 | 0.0% | 0.10% | -22.3% |
| Q4 2019 | $239,000 | +9.1% | 1,836 | 0.0% | 0.13% | -5.1% |
| Q3 2019 | $219,000 | -5.6% | 1,836 | -7.9% | 0.14% | -0.7% |
| Q2 2019 | $232,000 | +3.1% | 1,993 | 0.0% | 0.14% | +3.0% |
| Q1 2019 | $225,000 | +11.4% | 1,993 | 0.0% | 0.13% | -3.6% |
| Q4 2018 | $202,000 | -12.6% | 1,993 | 0.0% | 0.14% | -3.5% |
| Q3 2018 | $231,000 | +5.5% | 1,993 | 0.0% | 0.14% | 0.0% |
| Q2 2018 | $219,000 | +0.5% | 1,993 | 0.0% | 0.14% | -5.3% |
| Q1 2018 | $218,000 | -4.4% | 1,993 | 0.0% | 0.15% | +5.6% |
| Q4 2017 | $228,000 | +6.0% | 1,993 | 0.0% | 0.14% | +2.1% |
| Q3 2017 | $215,000 | +2.9% | 1,993 | 0.0% | 0.14% | -2.8% |
| Q2 2017 | $209,000 | +1.0% | 1,993 | 0.0% | 0.14% | -3.3% |
| Q1 2017 | $207,000 | -17.2% | 1,993 | -19.1% | 0.15% | -17.1% |
| Q4 2016 | $250,000 | +6.8% | 2,465 | 0.0% | 0.18% | +4.0% |
| Q3 2016 | $234,000 | +2.2% | 2,465 | 0.0% | 0.17% | -7.4% |
| Q2 2016 | $229,000 | +3.2% | 2,465 | 0.0% | 0.19% | -0.5% |
| Q1 2016 | $222,000 | +1.8% | 2,465 | 0.0% | 0.19% | +2.2% |
| Q4 2015 | $218,000 | – | 2,465 | – | 0.18% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 519,429 | $49,995,000 | 27.23% |
| LPWM LLC | 193,875 | $18,660,000 | 20.33% |
| AMARILLO NATIONAL BANK | 394,027 | $37,925,000 | 15.64% |
| Florin Court Capital LLP | 7,773 | $748,000 | 13.96% |
| Halpern Financial, Inc. | 135,000 | $12,993,753 | 12.23% |
| Salomon & Ludwin, LLC | 445,955 | $42,923,000 | 11.04% |
| Strategic Wealth Partners Group, LLC | 370,968 | $35,706,000 | 10.39% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 143,724 | $13,833,000 | 9.76% |
| Powell Investment Advisors, LLC | 77,949 | $7,503,000 | 9.09% |
| Blue Zone Wealth Advisors, LLC | 100,614 | $9,684,000 | 9.08% |