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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $208,000 | -38.5% | 1,597 | -43.7% | 0.09% | -47.8% |
| Q3 2019 | $338,000 | +2.1% | 2,838 | 0.0% | 0.18% | -2.7% |
| Q2 2019 | $331,000 | -12.2% | 2,838 | -15.1% | 0.18% | -14.5% |
| Q1 2019 | $377,000 | +2.7% | 3,341 | -7.9% | 0.21% | -4.5% |
| Q4 2018 | $367,000 | +0.8% | 3,627 | +16.1% | 0.22% | -7.8% |
| Q3 2018 | $364,000 | -0.5% | 3,124 | -5.5% | 0.24% | -6.2% |
| Q2 2018 | $366,000 | -1.6% | 3,306 | -2.9% | 0.26% | -2.3% |
| Q1 2018 | $372,000 | -17.0% | 3,406 | -13.2% | 0.26% | -15.9% |
| Q4 2017 | $448,000 | +5.9% | 3,924 | 0.0% | 0.32% | +5.0% |
| Q3 2017 | $423,000 | +2.7% | 3,924 | 0.0% | 0.30% | +2.4% |
| Q2 2017 | $412,000 | -0.2% | 3,924 | -1.3% | 0.29% | -2.0% |
| Q1 2017 | $413,000 | +2.5% | 3,974 | 0.0% | 0.30% | -1.6% |
| Q4 2016 | $403,000 | -0.2% | 3,974 | -6.5% | 0.30% | +2.0% |
| Q3 2016 | $404,000 | +2.3% | 4,249 | 0.0% | 0.30% | +6.8% |
| Q2 2016 | $395,000 | +3.4% | 4,249 | 0.0% | 0.28% | +4.5% |
| Q1 2016 | $382,000 | -6.4% | 4,249 | -12.5% | 0.27% | -11.9% |
| Q4 2015 | $408,000 | 0.0% | 4,854 | 0.0% | 0.30% | +0.3% |
| Q3 2015 | $408,000 | -23.7% | 4,854 | -16.3% | 0.30% | -17.5% |
| Q2 2015 | $535,000 | -2.9% | 5,798 | -2.5% | 0.37% | -3.7% |
| Q1 2015 | $551,000 | -4.8% | 5,948 | -3.6% | 0.38% | -9.1% |
| Q4 2014 | $579,000 | +4.1% | 6,171 | 0.0% | 0.42% | +2.7% |
| Q3 2014 | $556,000 | -3.5% | 6,171 | -3.2% | 0.41% | -1.0% |
| Q2 2014 | $576,000 | +3.6% | 6,376 | -0.3% | 0.41% | -3.7% |
| Q1 2014 | $556,000 | -16.6% | 6,396 | -18.1% | 0.43% | -21.7% |
| Q4 2013 | $667,000 | – | 7,805 | – | 0.54% | – |
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% |