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 | $134,619,000 | +8.5% | 1,034,225 | -0.7% | 0.93% | +1.6% |
Q3 2019 | $124,105,000 | +14.8% | 1,041,095 | +12.3% | 0.92% | +10.5% |
Q2 2019 | $108,103,000 | +5.5% | 926,800 | +2.0% | 0.83% | -1.7% |
Q1 2019 | $102,506,000 | -2.3% | 908,664 | -12.3% | 0.84% | -18.2% |
Q4 2018 | $104,878,000 | +39.5% | 1,036,247 | +59.7% | 1.03% | +35.9% |
Q3 2018 | $75,197,000 | +167.9% | 648,937 | +154.7% | 0.76% | +96.4% |
Q2 2018 | $28,072,000 | -7.2% | 254,747 | -7.8% | 0.39% | -7.2% |
Q1 2018 | $30,244,000 | -10.3% | 276,438 | -6.3% | 0.42% | -7.6% |
Q4 2017 | $33,724,000 | +37.4% | 295,076 | +29.7% | 0.45% | +16.6% |
Q3 2017 | $24,542,000 | -1.4% | 227,422 | -4.1% | 0.39% | -11.7% |
Q2 2017 | $24,890,000 | +28.3% | 237,140 | +27.2% | 0.44% | +11.5% |
Q1 2017 | $19,394,000 | +8.0% | 186,408 | +5.3% | 0.39% | -3.4% |
Q4 2016 | $17,950,000 | +86.5% | 177,065 | +74.7% | 0.41% | +75.8% |
Q3 2016 | $9,625,000 | -11.7% | 101,364 | -13.6% | 0.23% | -19.5% |
Q2 2016 | $10,902,000 | – | 117,379 | – | 0.29% | – |
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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% |