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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $958,116 | -5.3% | 6,228 | -0.7% | 0.22% | -3.9% |
| Q2 2023 | $1,011,467 | +3.6% | 6,275 | -2.5% | 0.23% | +14.9% |
| Q1 2023 | $976,424 | -17.6% | 6,434 | -21.2% | 0.20% | -22.7% |
| Q4 2022 | $1,185,077 | +21.2% | 8,169 | +7.3% | 0.26% | -9.4% |
| Q3 2022 | $978,000 | -6.6% | 7,612 | -0.0% | 0.29% | -2.0% |
| Q2 2022 | $1,047,000 | -11.3% | 7,615 | +0.4% | 0.29% | -2.7% |
| Q1 2022 | $1,181,000 | +0.8% | 7,581 | +1.3% | 0.30% | +7.5% |
| Q4 2021 | $1,172,000 | +7.7% | 7,485 | 0.0% | 0.28% | -0.4% |
| Q3 2021 | $1,088,000 | -0.8% | 7,485 | +0.7% | 0.28% | -1.1% |
| Q2 2021 | $1,097,000 | +4.5% | 7,431 | 0.0% | 0.28% | +10.5% |
| Q1 2021 | $1,050,000 | +10.4% | 7,431 | 0.0% | 0.26% | -3.0% |
| Q4 2020 | $951,000 | +29.2% | 7,431 | +13.5% | 0.26% | +7.3% |
| Q3 2020 | $736,000 | +4.0% | 6,546 | 0.0% | 0.25% | +2.1% |
| Q2 2020 | $708,000 | +26.0% | 6,546 | +12.1% | 0.24% | +17.5% |
| Q1 2020 | $562,000 | -10.7% | 5,837 | +20.7% | 0.21% | +9.6% |
| Q4 2019 | $629,000 | +9.2% | 4,834 | 0.0% | 0.19% | +5.0% |
| Q3 2019 | $576,000 | +2.3% | 4,834 | 0.0% | 0.18% | -8.7% |
| Q2 2019 | $563,000 | +3.3% | 4,834 | 0.0% | 0.20% | -4.4% |
| Q1 2019 | $545,000 | +0.6% | 4,834 | -9.8% | 0.20% | -12.4% |
| Q4 2018 | $542,000 | – | 5,360 | – | 0.23% | – |
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% |