ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 726 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $34,000 | 0.0% | 263 | +0.4% | 0.02% | +5.9% |
| Q4 2019 | $34,000 | -77.6% | 262 | -80.6% | 0.02% | -79.3% |
| Q1 2019 | $152,000 | +17.8% | 1,351 | +6.2% | 0.08% | +6.5% |
| Q4 2018 | $129,000 | -11.0% | 1,272 | +1.4% | 0.08% | +10.0% |
| Q3 2018 | $145,000 | +5.1% | 1,254 | +0.1% | 0.07% | +1.4% |
| Q2 2018 | $138,000 | -4.8% | 1,253 | -5.2% | 0.07% | -9.2% |
| Q1 2018 | $145,000 | -34.1% | 1,322 | -31.4% | 0.08% | -30.9% |
| Q4 2017 | $220,000 | +3.3% | 1,928 | -2.4% | 0.11% | +0.9% |
| Q3 2017 | $213,000 | +4.4% | 1,976 | +1.9% | 0.11% | +0.9% |
| Q2 2017 | $204,000 | +22.2% | 1,940 | +20.5% | 0.11% | +11.3% |
| Q1 2017 | $167,000 | +31.5% | 1,610 | +28.3% | 0.10% | +31.1% |
| Q4 2016 | $127,000 | +69.3% | 1,255 | +59.9% | 0.07% | +60.9% |
| Q3 2016 | $75,000 | – | 785 | – | 0.05% | – |
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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% |