ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 721 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $916,000 | +3.9% | 8,149 | 0.0% | 0.39% | -2.0% |
| Q2 2020 | $882,000 | +10.2% | 8,149 | -1.9% | 0.40% | -7.2% |
| Q1 2020 | $800,000 | -25.4% | 8,310 | +0.7% | 0.43% | -9.2% |
| Q4 2019 | $1,073,000 | +7.7% | 8,249 | -1.4% | 0.48% | +1.7% |
| Q3 2019 | $996,000 | -11.8% | 8,363 | -13.6% | 0.47% | -13.8% |
| Q2 2019 | $1,129,000 | +2.9% | 9,684 | -0.5% | 0.54% | -7.0% |
| Q1 2019 | $1,097,000 | +11.5% | 9,728 | 0.0% | 0.58% | -4.7% |
| Q4 2018 | $984,000 | -13.5% | 9,728 | -0.9% | 0.61% | -0.2% |
| Q3 2018 | $1,137,000 | +5.2% | 9,815 | -0.0% | 0.62% | +1.8% |
| Q2 2018 | $1,081,000 | +4.1% | 9,818 | +3.4% | 0.60% | -0.2% |
| Q1 2018 | $1,038,000 | +0.5% | 9,496 | -0.8% | 0.60% | -8.1% |
| Q4 2017 | $1,033,000 | 0.0% | 9,573 | 0.0% | 0.66% | 0.0% |
| Q3 2017 | $1,033,000 | -14.0% | 9,573 | -16.3% | 0.66% | -20.0% |
| Q2 2017 | $1,201,000 | -69.6% | 11,439 | -69.9% | 0.82% | -70.0% |
| Q1 2017 | $3,952,000 | +286.7% | 37,988 | +276.8% | 2.74% | +281.5% |
| Q4 2016 | $1,022,000 | +8.5% | 10,082 | +1.7% | 0.72% | +11.1% |
| Q3 2016 | $942,000 | +5.8% | 9,918 | +3.5% | 0.65% | +5.9% |
| Q2 2016 | $890,000 | +4.3% | 9,579 | +1.0% | 0.61% | +0.8% |
| Q1 2016 | $853,000 | +4.8% | 9,482 | +3.1% | 0.61% | +4.8% |
| Q4 2015 | $814,000 | +6.4% | 9,196 | +1.1% | 0.58% | +4.0% |
| Q3 2015 | $765,000 | -20.9% | 9,099 | -13.2% | 0.56% | -14.3% |
| Q2 2015 | $967,000 | -0.5% | 10,486 | -0.2% | 0.65% | +0.5% |
| Q1 2015 | $972,000 | -4.9% | 10,506 | -3.7% | 0.65% | -4.7% |
| Q4 2014 | $1,022,000 | -6.5% | 10,904 | -10.1% | 0.68% | -26.7% |
| Q3 2014 | $1,093,000 | -0.2% | 12,134 | 0.0% | 0.92% | +18.6% |
| Q2 2014 | $1,095,000 | +3.9% | 12,134 | 0.0% | 0.78% | -6.8% |
| Q1 2014 | $1,054,000 | +0.2% | 12,134 | -1.4% | 0.84% | +16.7% |
| Q4 2013 | $1,052,000 | +9.6% | 12,310 | +0.4% | 0.72% | -8.2% |
| Q3 2013 | $960,000 | +32.0% | 12,255 | +27.8% | 0.78% | -3.2% |
| Q2 2013 | $727,000 | – | 9,589 | – | 0.81% | – |
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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% |