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 2020 | $2,385,000 | +61.0% | 21,209 | +54.9% | 0.08% | -20.8% |
| Q2 2020 | $1,481,000 | -14.0% | 13,690 | -23.5% | 0.11% | -29.3% |
| Q1 2020 | $1,722,000 | -14.1% | 17,892 | +16.1% | 0.15% | +11.1% |
| Q4 2019 | $2,005,000 | +8.8% | 15,414 | -0.4% | 0.14% | 0.0% |
| Q3 2019 | $1,843,000 | +0.7% | 15,469 | -1.5% | 0.14% | -1.5% |
| Q2 2019 | $1,831,000 | +2.3% | 15,708 | -1.1% | 0.14% | +1.5% |
| Q1 2019 | $1,790,000 | +11.5% | 15,881 | 0.0% | 0.14% | -5.6% |
| Q4 2018 | $1,606,000 | -12.7% | 15,881 | 0.0% | 0.14% | -5.9% |
| Q3 2018 | $1,840,000 | +4.6% | 15,881 | -0.6% | 0.15% | -4.4% |
| Q2 2018 | $1,759,000 | -6.9% | 15,970 | -7.5% | 0.16% | -10.7% |
| Q1 2018 | $1,889,000 | -12.0% | 17,273 | -8.1% | 0.18% | -14.8% |
| Q4 2017 | $2,146,000 | -5.4% | 18,788 | -10.6% | 0.21% | -15.4% |
| Q3 2017 | $2,268,000 | -1.7% | 21,019 | -4.4% | 0.25% | -9.5% |
| Q2 2017 | $2,307,000 | +0.9% | 21,979 | 0.0% | 0.27% | -16.0% |
| Q1 2017 | $2,287,000 | -4.7% | 21,979 | -7.1% | 0.32% | -9.5% |
| Q4 2016 | $2,399,000 | +2.8% | 23,665 | -3.7% | 0.36% | -1.4% |
| Q3 2016 | $2,334,000 | -2.3% | 24,582 | -4.4% | 0.36% | -8.5% |
| Q2 2016 | $2,389,000 | -2.9% | 25,714 | -6.0% | 0.40% | -8.3% |
| Q1 2016 | $2,461,000 | -8.6% | 27,361 | -10.1% | 0.43% | -13.4% |
| Q4 2015 | $2,694,000 | – | 30,425 | – | 0.50% | – |
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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% |