ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 634 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.52 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $212,000 | -69.6% | 2,202 | -58.9% | 0.05% | -56.2% |
| Q4 2019 | $697,000 | +9.8% | 5,360 | +0.5% | 0.12% | -4.0% |
| Q3 2019 | $635,000 | +2.8% | 5,332 | +0.6% | 0.13% | -4.5% |
| Q2 2019 | $618,000 | +3.9% | 5,302 | +0.5% | 0.13% | -0.8% |
| Q1 2019 | $595,000 | -7.9% | 5,274 | -17.4% | 0.13% | -2.9% |
| Q4 2018 | $646,000 | -13.1% | 6,383 | +0.1% | 0.14% | -36.9% |
| Q3 2018 | $743,000 | +5.2% | 6,375 | +0.1% | 0.22% | -3.1% |
| Q2 2018 | $706,000 | -99.9% | 6,371 | -2.6% | 0.22% | -25.8% |
| Q1 2018 | $714,884,000 | +98233.4% | 6,538 | +2.7% | 0.30% | +43.1% |
| Q4 2017 | $727,000 | +5.8% | 6,367 | +0.0% | 0.21% | +21.3% |
| Q3 2017 | $687,000 | +2.8% | 6,364 | +0.1% | 0.17% | -13.4% |
| Q2 2017 | $668,000 | +18.4% | 6,360 | +17.3% | 0.20% | +23.3% |
| Q1 2017 | $564,000 | +2.7% | 5,420 | 0.0% | 0.16% | -1.2% |
| Q4 2016 | $549,000 | – | 5,420 | – | 0.16% | – |
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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% |