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 2019 | $1,023,000 | +9.2% | 7,863 | 0.0% | 0.25% | +1.2% |
| Q3 2019 | $937,000 | -47.7% | 7,863 | -48.0% | 0.25% | -47.3% |
| Q2 2019 | $1,791,000 | -4.5% | 15,126 | -9.1% | 0.48% | -15.2% |
| Q1 2019 | $1,875,000 | +2.7% | 16,635 | -7.8% | 0.56% | -7.7% |
| Q4 2018 | $1,826,000 | -15.6% | 18,050 | -3.3% | 0.61% | +1.5% |
| Q3 2018 | $2,163,000 | -2.1% | 18,673 | -6.9% | 0.60% | -11.7% |
| Q2 2018 | $2,209,000 | -10.9% | 20,062 | -11.5% | 0.68% | -11.9% |
| Q1 2018 | $2,478,000 | – | 22,663 | – | 0.77% | – |
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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% |