ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 527 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 0.41 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $385,000 | -42.6% | 3,235 | -43.8% | 0.07% | -43.8% |
| Q2 2019 | $671,000 | -71.0% | 5,754 | -43.3% | 0.12% | -56.9% |
| Q1 2019 | $2,313,000 | +22.1% | 10,146 | -45.8% | 0.28% | -30.6% |
| Q4 2018 | $1,895,000 | -87.2% | 18,703 | -98.8% | 0.40% | +116.6% |
| Q3 2018 | $14,845,000 | +21.1% | 1,614,481 | +19.7% | 0.19% | +35.5% |
| Q2 2018 | $12,257,000 | +1171.5% | 1,348,714 | +14879.1% | 0.14% | -25.0% |
| Q1 2018 | $964,000 | +33.1% | 9,004 | +45.4% | 0.18% | +35.3% |
| Q4 2017 | $724,000 | -55.1% | 6,194 | -58.3% | 0.14% | -59.3% |
| Q3 2017 | $1,613,000 | +75.1% | 14,845 | +69.6% | 0.33% | +61.4% |
| Q2 2017 | $921,000 | -16.0% | 8,754 | -17.5% | 0.21% | -23.6% |
| Q1 2017 | $1,097,000 | – | 10,612 | – | 0.27% | – |
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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% |