ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 723 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
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 | 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% |