ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 625 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $41,000 | +10.8% | 290 | 0.0% | 0.01% | -14.3% |
| Q4 2020 | $37,000 | +12.1% | 290 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $33,000 | +6.5% | 290 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $31,000 | +10.7% | 290 | 0.0% | 0.01% | -12.5% |
| Q1 2020 | $28,000 | -26.3% | 290 | 0.0% | 0.01% | -11.1% |
| Q4 2019 | $38,000 | +8.6% | 290 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $35,000 | +2.9% | 290 | 0.0% | 0.01% | +12.5% |
| Q2 2019 | $34,000 | +3.0% | 290 | 0.0% | 0.01% | -11.1% |
| Q1 2019 | $33,000 | +13.8% | 290 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $29,000 | -14.7% | 290 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $34,000 | -8.1% | 290 | -14.7% | 0.01% | -10.0% |
| Q2 2018 | $37,000 | -27.5% | 340 | -26.9% | 0.01% | -41.2% |
| Q1 2018 | $51,000 | -3.8% | 465 | 0.0% | 0.02% | +30.8% |
| Q4 2017 | $53,000 | +6.0% | 465 | 0.0% | 0.01% | -23.5% |
| Q3 2017 | $50,000 | -45.1% | 465 | -51.8% | 0.02% | -45.2% |
| Q2 2017 | $91,000 | -9.0% | 965 | 0.0% | 0.03% | -16.2% |
| Q1 2017 | $100,000 | -1.0% | 965 | -2.5% | 0.04% | -37.3% |
| Q4 2016 | $101,000 | – | 990 | – | 0.06% | – |
Download | ||||||
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% |