ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 723 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,336,965 | +12.9% | 9,216 | +0.1% | 0.34% | +11.1% |
| Q3 2022 | $1,184,000 | -6.0% | 9,209 | +0.4% | 0.30% | -7.3% |
| Q2 2022 | $1,260,000 | -11.8% | 9,169 | 0.0% | 0.33% | +5.1% |
| Q1 2022 | $1,428,000 | -0.6% | 9,169 | 0.0% | 0.31% | -2.8% |
| Q4 2021 | $1,436,000 | +7.7% | 9,169 | 0.0% | 0.32% | -3.9% |
| Q3 2021 | $1,333,000 | -1.6% | 9,169 | 0.0% | 0.34% | -5.4% |
| Q2 2021 | $1,354,000 | +4.6% | 9,169 | 0.0% | 0.35% | -7.6% |
| Q1 2021 | $1,295,000 | +10.3% | 9,169 | 0.0% | 0.38% | -2.5% |
| Q4 2020 | $1,174,000 | +13.9% | 9,169 | 0.0% | 0.39% | -9.2% |
| Q3 2020 | $1,031,000 | +3.9% | 9,169 | 0.0% | 0.43% | -4.6% |
| Q2 2020 | $992,000 | +11.3% | 9,169 | -1.0% | 0.45% | -17.2% |
| Q1 2020 | $891,000 | -22.5% | 9,257 | +4.8% | 0.55% | +4.0% |
| Q4 2019 | $1,149,000 | +152.0% | 8,831 | +130.5% | 0.53% | +129.1% |
| Q3 2019 | $456,000 | +360.6% | 3,831 | +351.8% | 0.23% | +422.7% |
| Q2 2019 | $99,000 | +6.5% | 848 | +2.4% | 0.04% | +2.3% |
| Q1 2019 | $93,000 | 0.0% | 828 | -10.0% | 0.04% | -12.2% |
| Q4 2018 | $93,000 | -13.1% | 920 | +0.1% | 0.05% | 0.0% |
| Q3 2018 | $107,000 | +0.9% | 919 | -4.7% | 0.05% | +6.5% |
| Q2 2018 | $106,000 | -14.5% | 964 | -14.2% | 0.05% | -19.3% |
| Q1 2018 | $124,000 | -0.8% | 1,124 | +0.1% | 0.06% | -5.0% |
| Q4 2017 | $125,000 | +4.2% | 1,123 | +1.4% | 0.06% | -3.2% |
| Q3 2017 | $120,000 | -27.7% | 1,108 | -29.5% | 0.06% | -29.5% |
| Q2 2017 | $166,000 | +4.4% | 1,571 | +2.5% | 0.09% | +6.0% |
| Q1 2017 | $159,000 | +54.4% | 1,533 | +47.4% | 0.08% | +36.1% |
| Q4 2016 | $103,000 | – | 1,040 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 467,574 | $59,859,000 | 23.71% |
| LPWM LLC | 208,165 | $26,649,000 | 19.89% |
| Willis Johnson & Associates, Inc. | 622,357 | $79,674,000 | 13.30% |
| MMA ASSET MANAGEMENT LLC | 91,276 | $11,685,000 | 11.36% |
| Powell Investment Advisors, LLC | 115,050 | $14,729,000 | 11.20% |
| Halpern Financial, Inc. | 160,532 | $20,551,311 | 10.69% |
| Praetorian Wealth Management, Inc. | 211,425 | $27,066,000 | 10.34% |
| FINANCIAL LIFE ADVISORS | 145,813 | $18,666,000 | 9.66% |
| Strategic Wealth Partners Group, LLC | 350,915 | $44,924,000 | 9.53% |
| AMARILLO NATIONAL BANK | 266,126 | $34,069,000 | 9.32% |