ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 708 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.14 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $638,128 | -4.6% | 4,148 | 0.0% | 0.13% | -2.2% |
| Q2 2023 | $668,616 | +6.2% | 4,148 | 0.0% | 0.14% | +1.5% |
| Q1 2023 | $629,500 | +4.6% | 4,148 | 0.0% | 0.13% | -6.3% |
| Q4 2022 | $601,750 | +12.9% | 4,148 | 0.0% | 0.14% | 0.0% |
| Q3 2022 | $533,000 | -6.5% | 4,148 | 0.0% | 0.14% | -5.3% |
| Q2 2022 | $570,000 | -11.8% | 4,148 | 0.0% | 0.15% | +9.4% |
| Q1 2022 | $646,000 | -0.6% | 4,148 | 0.0% | 0.14% | +11.3% |
| Q4 2021 | $650,000 | +7.8% | 4,148 | 0.0% | 0.12% | -0.8% |
| Q3 2021 | $603,000 | -1.5% | 4,148 | 0.0% | 0.12% | -0.8% |
| Q2 2021 | $612,000 | +4.4% | 4,148 | 0.0% | 0.13% | -3.8% |
| Q1 2021 | $586,000 | -16.3% | 4,148 | -24.2% | 0.13% | -23.8% |
| Q4 2020 | $700,000 | +13.8% | 5,470 | 0.0% | 0.17% | +1.8% |
| Q3 2020 | $615,000 | +3.9% | 5,470 | 0.0% | 0.17% | -4.0% |
| Q2 2020 | $592,000 | +12.5% | 5,470 | 0.0% | 0.18% | -10.2% |
| Q1 2020 | $526,000 | -26.1% | 5,470 | 0.0% | 0.20% | +5.4% |
| Q4 2019 | $712,000 | +9.2% | 5,470 | 0.0% | 0.19% | -2.1% |
| Q3 2019 | $652,000 | – | 5,470 | – | 0.19% | – |
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% |