ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 634 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.52 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,670,000 | +6.2% | 12,844 | -2.7% | 0.83% | -1.4% |
| Q3 2019 | $1,573,000 | -2.1% | 13,204 | -4.2% | 0.84% | -3.4% |
| Q2 2019 | $1,607,000 | -13.2% | 13,784 | -16.0% | 0.87% | -18.8% |
| Q1 2019 | $1,851,000 | -12.9% | 16,419 | -22.5% | 1.08% | -28.6% |
| Q4 2018 | $2,126,000 | -13.9% | 21,184 | -0.7% | 1.51% | -1.6% |
| Q3 2018 | $2,470,000 | -2.8% | 21,323 | -7.6% | 1.53% | -15.1% |
| Q2 2018 | $2,541,000 | +3.0% | 23,070 | +2.2% | 1.80% | -14.7% |
| Q1 2018 | $2,467,000 | -9.9% | 22,565 | -5.9% | 2.11% | -6.4% |
| Q4 2017 | $2,738,000 | +1.4% | 23,969 | -4.2% | 2.26% | -7.4% |
| Q3 2017 | $2,700,000 | +2.3% | 25,018 | -0.5% | 2.44% | +3.0% |
| Q2 2017 | $2,640,000 | -21.8% | 25,149 | -22.6% | 2.37% | -14.7% |
| Q1 2017 | $3,378,000 | -0.7% | 32,472 | -3.3% | 2.77% | +1.9% |
| Q4 2016 | $3,403,000 | – | 33,569 | – | 2.72% | – |
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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% |