ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 545 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.28 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $206,915 | -4.6% | 1,345 | 0.0% | 0.02% | -5.9% |
| Q2 2023 | $216,801 | -62.9% | 1,345 | -77.2% | 0.02% | -81.9% |
| Q4 2018 | $585,000 | +20.9% | 5,897 | +41.6% | 0.09% | +9.3% |
| Q3 2018 | $484,000 | +1.3% | 4,165 | +0.1% | 0.09% | -3.4% |
| Q2 2018 | $478,000 | -11.0% | 4,160 | -15.3% | 0.09% | -14.4% |
| Q1 2018 | $537,000 | -22.7% | 4,914 | -19.2% | 0.10% | -21.8% |
| Q4 2017 | $695,000 | +0.3% | 6,082 | -4.8% | 0.13% | -9.5% |
| Q3 2017 | $693,000 | -55.1% | 6,386 | -56.5% | 0.15% | -58.1% |
| Q2 2017 | $1,542,000 | -8.4% | 14,687 | -10.2% | 0.35% | -9.8% |
| Q1 2017 | $1,683,000 | – | 16,362 | – | 0.39% | – |
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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% |