ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 620 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $2,265,000 | +3.8% | 15,338 | +0.8% | 0.16% | +7.9% |
| Q1 2021 | $2,183,000 | +11.4% | 15,213 | -0.7% | 0.15% | +3.4% |
| Q4 2020 | $1,960,000 | +9.7% | 15,313 | 0.0% | 0.15% | +11.5% |
| Q3 2020 | $1,786,000 | +43.5% | 15,313 | +33.7% | 0.13% | +33.7% |
| Q2 2020 | $1,245,000 | +54.3% | 11,457 | +56.0% | 0.10% | +48.5% |
| Q1 2020 | $807,000 | +7236.4% | 7,345 | +7245.0% | 0.07% | +6500.0% |
| Q4 2017 | $11,000 | – | 100 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 422,168 | $66,124,000 | 21.89% |
| LPWM LLC | 236,761 | $37,084,000 | 19.67% |
| Halpern Financial, Inc. | 212,453 | $33,276,519 | 14.24% |
| LVZ, Inc. | 604,819 | $94,733,000 | 12.66% |
| Praetorian Wealth Management, Inc. | 231,868 | $36,317,000 | 11.79% |
| Powell Investment Advisors, LLC | 127,195 | $19,923,000 | 11.32% |
| MMA ASSET MANAGEMENT LLC | 93,551 | $14,653,000 | 10.36% |
| FINANCIAL LIFE ADVISORS | 166,005 | $26,001,000 | 10.24% |
| AMARILLO NATIONAL BANK | 325,575 | $50,995,000 | 9.98% |
| Strategic Wealth Partners Group, LLC | 343,916 | $53,868,000 | 9.34% |