ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 625 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $280,000 | -6.0% | 2,136 | 0.0% | 0.10% | +1.1% |
| Q2 2022 | $298,000 | -10.5% | 2,136 | 0.0% | 0.10% | +2.2% |
| Q1 2022 | $333,000 | +4657.1% | 2,136 | +2951.4% | 0.09% | +3000.0% |
| Q4 2018 | $7,000 | -12.5% | 70 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $8,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $8,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $8,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $8,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $8,000 | +14.3% | 70 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $7,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $7,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $7,000 | -99.9% | 70 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $6,549,000 | +0.7% | 70 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $6,503,000 | +3.3% | 70 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $6,295,000 | +1.6% | 70 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $6,197,000 | +5.4% | 70 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $5,882,000 | -8.9% | 70 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $6,454,000 | +92100.0% | 70 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $7,000 | – | 70 | – | 0.00% | – |
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% |