ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 625 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,307 | -4.6% | 145 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $23,373 | +6.2% | 145 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $22,005 | +4.6% | 145 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $21,035 | +10.7% | 145 | 0.0% | 0.01% | +9.1% |
| Q3 2022 | $19,000 | +280.0% | 145 | +190.0% | 0.01% | +175.0% |
| Q1 2020 | $5,000 | -28.6% | 50 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $7,000 | +16.7% | 50 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $6,000 | +20.0% | 50 | 0.0% | 0.00% | +33.3% |
| Q1 2019 | $5,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $5,000 | -16.7% | 50 | 0.0% | 0.00% | -25.0% |
| Q3 2018 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $6,000 | +20.0% | 50 | 0.0% | 0.00% | +33.3% |
| Q1 2018 | $5,000 | -16.7% | 50 | 0.0% | 0.00% | -25.0% |
| Q4 2017 | $6,000 | +20.0% | 50 | 0.0% | 0.00% | +33.3% |
| Q3 2017 | $5,000 | +25.0% | 50 | +42.9% | 0.00% | 0.0% |
| Q2 2017 | $4,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $4,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $4,000 | +300.0% | 35 | +250.0% | 0.00% | +200.0% |
| Q3 2016 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $1,000 | – | 10 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 467,574 | $59,859,000 | 23.71% |
| LPWM LLC | 208,165 | $26,649,000 | 19.89% |
| Willis Johnson & Associates, Inc. | 622,357 | $79,674,000 | 13.30% |
| MMA ASSET MANAGEMENT LLC | 91,276 | $11,685,000 | 11.36% |
| Powell Investment Advisors, LLC | 115,050 | $14,729,000 | 11.20% |
| Halpern Financial, Inc. | 160,532 | $20,551,311 | 10.69% |
| Praetorian Wealth Management, Inc. | 211,425 | $27,066,000 | 10.34% |
| FINANCIAL LIFE ADVISORS | 145,813 | $18,666,000 | 9.66% |
| Strategic Wealth Partners Group, LLC | 350,915 | $44,924,000 | 9.53% |
| AMARILLO NATIONAL BANK | 266,126 | $34,069,000 | 9.32% |