ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 721 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $1,666,000 | -0.2% | 13,983 | -2.3% | 0.62% | -3.9% |
| Q2 2019 | $1,669,000 | +1.7% | 14,314 | -1.6% | 0.64% | +0.8% |
| Q1 2019 | $1,641,000 | +5.1% | 14,554 | -5.8% | 0.64% | -12.3% |
| Q4 2018 | $1,562,000 | -79.4% | 15,447 | -67.9% | 0.73% | -77.0% |
| Q3 2018 | $7,575,000 | +4.8% | 48,055 | -2.7% | 3.16% | +0.6% |
| Q2 2018 | $7,225,000 | +3.9% | 49,365 | -2.8% | 3.14% | +99.9% |
| Q1 2018 | $6,954,000 | -5.7% | 50,805 | -0.5% | 1.57% | -52.3% |
| Q4 2017 | $7,374,000 | +303.0% | 51,066 | +203.4% | 3.30% | +154.1% |
| Q3 2017 | $1,830,000 | +1.7% | 16,834 | -1.9% | 1.30% | +40.0% |
| Q2 2017 | $1,799,000 | -20.0% | 17,160 | -21.1% | 0.93% | -21.4% |
| Q1 2017 | $2,248,000 | -24.8% | 21,736 | -25.6% | 1.18% | -30.4% |
| Q4 2016 | $2,991,000 | -34.2% | 29,228 | -39.5% | 1.70% | -39.4% |
| Q3 2016 | $4,545,000 | – | 48,275 | – | 2.80% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 405,131 | $62,325,359 | 23.11% |
| Quantitative Strategies, Inc. | 187,158 | $28,792,372 | 19.37% |
| Foundation Wealth Management, LLC | 121,130 | $18,634,505 | 18.62% |
| LPWM LLC | 254,891 | $38,975,312 | 17.52% |
| Halpern Financial, Inc. | 281,683 | $43,334,118 | 14.96% |
| Praetorian Wealth Management, Inc. | 283,325 | $43,586,718 | 13.85% |
| Powell Investment Advisors, LLC | 138,335 | $21,397,622 | 12.86% |
| FINANCIAL LIFE ADVISORS | 177,823 | $27,356,344 | 11.77% |
| LVZ, Inc. | 458,002 | $70,459,044 | 11.36% |
| INSTRUMENTAL WEALTH, LLC | 58,076 | $9,034,945 | 10.55% |