ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 645 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.13 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $226,000 | -18.4% | 1,764 | -17.1% | 0.06% | -12.5% |
| Q4 2019 | $277,000 | +12.6% | 2,129 | +2.9% | 0.06% | +3.2% |
| Q3 2019 | $246,000 | +21.2% | 2,068 | +17.9% | 0.06% | -10.1% |
| Q3 2018 | $203,000 | +5.7% | 1,754 | +0.6% | 0.07% | 0.0% |
| Q2 2018 | $192,000 | +0.5% | 1,743 | 0.0% | 0.07% | 0.0% |
| Q1 2018 | $191,000 | +3.8% | 1,743 | +1.8% | 0.07% | -8.0% |
| Q3 2017 | $184,000 | +3.4% | 1,712 | +0.5% | 0.08% | +5.6% |
| Q2 2017 | $178,000 | 0.0% | 1,703 | 0.0% | 0.07% | -1.4% |
| Q1 2017 | $178,000 | +3.5% | 1,703 | +0.5% | 0.07% | +53.2% |
| Q4 2016 | $172,000 | +8.9% | 1,694 | +1.3% | 0.05% | -24.2% |
| Q3 2016 | $158,000 | – | 1,673 | – | 0.06% | – |
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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% |