ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 634 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.52 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $455,000 | +10.4% | 3,221 | 0.0% | 0.12% | +5.2% |
| Q4 2020 | $412,000 | +14.1% | 3,221 | +0.3% | 0.12% | +2.7% |
| Q3 2020 | $361,000 | +1.1% | 3,211 | -2.7% | 0.11% | -5.9% |
| Q2 2020 | $357,000 | +13.3% | 3,299 | +0.8% | 0.12% | -8.5% |
| Q1 2020 | $315,000 | -26.1% | 3,274 | 0.0% | 0.13% | -11.0% |
| Q4 2019 | $426,000 | +9.8% | 3,274 | +0.6% | 0.15% | +1.4% |
| Q3 2019 | $388,000 | +2.4% | 3,254 | 0.0% | 0.14% | +2.1% |
| Q2 2019 | $379,000 | +3.6% | 3,254 | +0.3% | 0.14% | +3.7% |
| Q1 2019 | $366,000 | +11.9% | 3,245 | +0.3% | 0.14% | +0.7% |
| Q4 2018 | $327,000 | +11.2% | 3,235 | +27.5% | 0.14% | +29.8% |
| Q3 2018 | $294,000 | +2.1% | 2,538 | -2.5% | 0.10% | -5.5% |
| Q2 2018 | $288,000 | +3.6% | 2,603 | +0.0% | 0.11% | -2.7% |
| Q1 2018 | $278,000 | -10.0% | 2,602 | -3.7% | 0.11% | -11.7% |
| Q4 2017 | $309,000 | -12.7% | 2,703 | -17.7% | 0.13% | -16.3% |
| Q3 2017 | $354,000 | +3.2% | 3,285 | +0.3% | 0.15% | +0.7% |
| Q2 2017 | $343,000 | -4.5% | 3,276 | -5.1% | 0.15% | -4.4% |
| Q1 2017 | $359,000 | +0.8% | 3,451 | +0.3% | 0.16% | +1.3% |
| Q4 2016 | $356,000 | +25.8% | 3,442 | +15.2% | 0.16% | -29.9% |
| Q3 2016 | $283,000 | – | 2,988 | – | 0.22% | – |
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% |