ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 749 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.21 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $229,068 | +9.7% | 1,489 | +15.0% | 0.03% | +13.0% |
Q2 2023 | $208,794 | +3.6% | 1,295 | -6.8% | 0.02% | -17.9% |
Q4 2022 | $201,538 | -10.0% | 1,389 | -3.6% | 0.03% | 0.0% |
Q1 2022 | $224,000 | -0.9% | 1,441 | 0.0% | 0.03% | +3.7% |
Q4 2021 | $226,000 | +7.1% | 1,441 | -0.8% | 0.03% | -6.9% |
Q3 2021 | $211,000 | +5.5% | 1,452 | -5.0% | 0.03% | -49.1% |
Q4 2019 | $200,000 | 0.0% | 1,528 | -14.7% | 0.06% | -5.0% |
Q1 2019 | $200,000 | -18.4% | 1,792 | -26.1% | 0.06% | -24.1% |
Q4 2018 | $245,000 | -1.2% | 2,426 | +13.0% | 0.08% | +9.7% |
Q3 2018 | $248,000 | +7.8% | 2,146 | +2.4% | 0.07% | -1.4% |
Q2 2018 | $230,000 | +8.0% | 2,096 | +14.1% | 0.07% | +10.6% |
Q4 2017 | $213,000 | -4.5% | 1,837 | -14.5% | 0.07% | -38.3% |
Q1 2017 | $223,000 | +1.8% | 2,148 | +1.5% | 0.11% | -16.4% |
Q4 2016 | $219,000 | – | 2,117 | – | 0.13% | – |
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% |