ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 811 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.34 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $190 | -4.5% | 1 | 0.0% | 0.00% | – |
| Q2 2023 | $199 | +6.4% | 1 | 0.0% | 0.00% | – |
| Q1 2023 | $187 | +5.1% | 1 | 0.0% | 0.00% | – |
| Q4 2022 | $178 | -98.2% | 1 | -98.8% | 0.00% | -100.0% |
| Q3 2022 | $10,000 | -9.1% | 81 | +1.2% | 0.01% | 0.0% |
| Q2 2022 | $11,000 | -8.3% | 80 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $12,000 | 0.0% | 80 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $12,000 | 0.0% | 80 | +1.3% | 0.01% | -12.5% |
| Q3 2021 | $12,000 | 0.0% | 79 | 0.0% | 0.01% | +14.3% |
| Q2 2021 | $12,000 | +9.1% | 79 | +1.3% | 0.01% | 0.0% |
| Q1 2021 | $11,000 | +10.0% | 78 | -3.7% | 0.01% | 0.0% |
| Q4 2020 | $10,000 | +11.1% | 81 | 0.0% | 0.01% | -12.5% |
| Q3 2020 | $9,000 | 0.0% | 81 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $9,000 | +12.5% | 81 | +1.2% | 0.01% | 0.0% |
| Q1 2020 | $8,000 | -20.0% | 80 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $10,000 | +11.1% | 80 | +1.3% | 0.01% | +14.3% |
| Q3 2019 | $9,000 | 0.0% | 79 | 0.0% | 0.01% | -12.5% |
| Q2 2019 | $9,000 | 0.0% | 79 | +1.3% | 0.01% | 0.0% |
| Q1 2019 | $9,000 | +12.5% | 78 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $8,000 | -11.1% | 78 | +1.3% | 0.01% | 0.0% |
| Q3 2018 | $9,000 | +12.5% | 77 | +1.3% | 0.01% | +14.3% |
| Q2 2018 | $8,000 | 0.0% | 76 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $8,000 | -11.1% | 76 | 0.0% | 0.01% | -12.5% |
| Q4 2017 | $9,000 | +12.5% | 76 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $8,000 | 0.0% | 76 | +1.3% | 0.01% | 0.0% |
| Q2 2017 | $8,000 | 0.0% | 75 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $8,000 | 0.0% | 75 | +1.4% | 0.01% | 0.0% |
| Q4 2016 | $8,000 | – | 74 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 519,429 | $49,995,000 | 27.23% |
| LPWM LLC | 193,875 | $18,660,000 | 20.33% |
| AMARILLO NATIONAL BANK | 394,027 | $37,925,000 | 15.64% |
| Florin Court Capital LLP | 7,773 | $748,000 | 13.96% |
| Halpern Financial, Inc. | 135,000 | $12,993,753 | 12.23% |
| Salomon & Ludwin, LLC | 445,955 | $42,923,000 | 11.04% |
| Strategic Wealth Partners Group, LLC | 370,968 | $35,706,000 | 10.39% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 143,724 | $13,833,000 | 9.76% |
| Powell Investment Advisors, LLC | 77,949 | $7,503,000 | 9.09% |
| Blue Zone Wealth Advisors, LLC | 100,614 | $9,684,000 | 9.08% |