ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 749 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.21 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% | – |
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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% |