ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 721 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $119,534 | -4.6% | 777 | 0.0% | 0.02% | -6.2% |
| Q2 2023 | $125,245 | +725.3% | 777 | +677.0% | 0.02% | +700.0% |
| Q1 2023 | $15,176 | +4.6% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $14,507 | +20.9% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $12,000 | -7.7% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $13,000 | -18.8% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $16,000 | -69.2% | 100 | -69.9% | 0.00% | -66.7% |
| Q4 2021 | $52,000 | +246.7% | 332 | +232.0% | 0.01% | +200.0% |
| Q3 2021 | $15,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $15,000 | +7.1% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $14,000 | +7.7% | 100 | 0.0% | 0.00% | -33.3% |
| Q4 2020 | $13,000 | +18.2% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $11,000 | +10.0% | 100 | 0.0% | 0.00% | +50.0% |
| Q2 2020 | $10,000 | +11.1% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $9,000 | -35.7% | 100 | 0.0% | 0.00% | -33.3% |
| Q4 2019 | $14,000 | +16.7% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $12,000 | +9.1% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $11,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $11,000 | -8.3% | 100 | 0.0% | 0.00% | -40.0% |
| Q3 2018 | $12,000 | -95.4% | 100 | -94.9% | 0.01% | -97.3% |
| Q2 2016 | $262,000 | – | 1,953 | – | 0.19% | – |
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% |