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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $2,957,000 | +1.0% | 22,732 | -7.5% | 1.60% | -1.4% |
| Q3 2019 | $2,928,000 | +1.4% | 24,576 | -0.8% | 1.63% | -8.8% |
| Q2 2019 | $2,888,000 | -5.5% | 24,773 | -8.6% | 1.79% | -3.1% |
| Q1 2019 | $3,056,000 | +9.5% | 27,109 | -1.8% | 1.84% | -6.1% |
| Q4 2018 | $2,791,000 | -13.4% | 27,592 | -0.9% | 1.96% | -0.9% |
| Q3 2018 | $3,224,000 | -6.7% | 27,830 | -11.3% | 1.98% | -6.4% |
| Q2 2018 | $3,455,000 | -2.9% | 31,375 | -3.6% | 2.12% | -4.0% |
| Q1 2018 | $3,559,000 | -6.2% | 32,546 | -2.0% | 2.20% | -5.9% |
| Q4 2017 | $3,794,000 | +4.9% | 33,210 | -0.9% | 2.34% | +8.0% |
| Q3 2017 | $3,617,000 | -12.4% | 33,521 | -14.8% | 2.17% | -16.3% |
| Q2 2017 | $4,129,000 | -10.7% | 39,340 | -11.5% | 2.59% | -12.0% |
| Q1 2017 | $4,624,000 | +3.9% | 44,449 | +1.2% | 2.95% | +1.9% |
| Q4 2016 | $4,452,000 | +30.7% | 43,912 | +22.4% | 2.89% | +29.6% |
| Q3 2016 | $3,406,000 | +47.1% | 35,868 | +43.9% | 2.23% | +43.8% |
| Q2 2016 | $2,315,000 | -37.6% | 24,924 | -39.6% | 1.55% | -38.3% |
| Q1 2016 | $3,711,000 | +173.1% | 41,267 | +168.8% | 2.51% | +166.0% |
| Q4 2015 | $1,359,000 | -19.5% | 15,350 | -23.6% | 0.94% | -21.2% |
| Q3 2015 | $1,688,000 | -20.6% | 20,091 | -12.8% | 1.20% | -16.6% |
| Q2 2015 | $2,126,000 | +37.6% | 23,051 | +38.1% | 1.44% | +39.3% |
| Q1 2015 | $1,545,000 | -42.4% | 16,695 | -41.6% | 1.03% | -58.0% |
| Q4 2014 | $2,683,000 | – | 28,608 | – | 2.46% | – |
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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% |