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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $233,000 | +5.0% | 1,575 | 0.0% | 0.09% | +3.5% |
| Q1 2021 | $222,000 | +9.9% | 1,575 | 0.0% | 0.09% | +3.6% |
| Q4 2020 | $202,000 | -19.5% | 1,575 | -29.4% | 0.08% | -25.2% |
| Q3 2020 | $251,000 | -4.9% | 2,230 | -8.6% | 0.11% | -12.6% |
| Q2 2020 | $264,000 | -16.2% | 2,440 | -25.4% | 0.13% | -23.5% |
| Q1 2020 | $315,000 | -67.4% | 3,270 | -56.0% | 0.17% | -58.3% |
| Q4 2019 | $967,000 | +0.4% | 7,435 | -8.0% | 0.40% | -3.2% |
| Q3 2019 | $963,000 | +2.2% | 8,085 | 0.0% | 0.41% | -0.5% |
| Q2 2019 | $942,000 | -27.6% | 8,085 | -29.9% | 0.41% | -29.3% |
| Q1 2019 | $1,301,000 | -27.0% | 11,540 | -34.5% | 0.58% | -34.2% |
| Q4 2018 | $1,782,000 | -13.5% | 17,621 | -0.8% | 0.89% | -0.4% |
| Q3 2018 | $2,059,000 | +6.9% | 17,772 | +1.6% | 0.89% | +0.8% |
| Q2 2018 | $1,927,000 | +0.9% | 17,497 | +0.1% | 0.88% | +591.4% |
| Q1 2018 | $1,910,000 | -6.8% | 17,471 | -2.6% | 0.13% | -86.8% |
| Q4 2017 | $2,049,000 | +3.7% | 17,940 | -2.0% | 0.97% | +0.7% |
| Q3 2017 | $1,975,000 | +2.0% | 18,302 | -0.8% | 0.96% | -1.3% |
| Q2 2017 | $1,937,000 | -11.5% | 18,452 | -12.3% | 0.97% | -12.6% |
| Q1 2017 | $2,189,000 | -1.8% | 21,038 | -4.3% | 1.11% | -2.9% |
| Q4 2016 | $2,228,000 | +5.2% | 21,979 | -1.5% | 1.15% | +2.4% |
| Q3 2016 | $2,118,000 | +16.6% | 22,306 | +14.1% | 1.12% | +19.0% |
| Q2 2016 | $1,816,000 | +26.8% | 19,547 | +22.8% | 0.94% | +23.8% |
| Q1 2016 | $1,432,000 | – | 15,923 | – | 0.76% | – |
Download | ||||||
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% |