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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $10,000 | -98.5% | 72 | -98.4% | 0.00% | -98.1% |
| Q2 2021 | $655,000 | +12.3% | 4,439 | +7.6% | 0.11% | -4.4% |
| Q1 2021 | $583,000 | +127.7% | 4,125 | +106.5% | 0.11% | +109.3% |
| Q4 2020 | $256,000 | +5020.0% | 1,998 | +4062.5% | 0.05% | +5300.0% |
| Q3 2020 | $5,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $5,000 | -87.8% | 48 | -86.5% | 0.00% | -87.5% |
| Q3 2018 | $41,000 | +86.4% | 356 | +78.0% | 0.01% | +60.0% |
| Q2 2018 | $22,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $22,000 | – | 200 | – | 0.01% | – |
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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% |