ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 726 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $437,000 | -6.4% | 3,399 | 0.0% | 0.27% | -14.4% |
| Q2 2022 | $467,000 | -11.7% | 3,399 | 0.0% | 0.31% | -2.2% |
| Q1 2022 | $529,000 | -0.6% | 3,399 | 0.0% | 0.32% | -1.8% |
| Q4 2021 | $532,000 | +7.7% | 3,399 | 0.0% | 0.33% | 0.0% |
| Q3 2021 | $494,000 | -1.6% | 3,399 | 0.0% | 0.33% | -7.4% |
| Q2 2021 | $502,000 | +0.4% | 3,399 | -4.0% | 0.35% | +0.9% |
| Q1 2021 | $500,000 | +10.4% | 3,542 | 0.0% | 0.35% | +3.9% |
| Q4 2020 | $453,000 | +13.8% | 3,542 | 0.0% | 0.34% | -1.2% |
| Q3 2020 | $398,000 | +3.9% | 3,542 | 0.0% | 0.34% | -0.9% |
| Q2 2020 | $383,000 | -30.6% | 3,542 | -38.3% | 0.34% | -37.3% |
| Q1 2020 | $552,000 | -30.4% | 5,740 | -5.8% | 0.55% | -16.4% |
| Q4 2019 | $793,000 | +9.2% | 6,095 | 0.0% | 0.65% | 0.0% |
| Q3 2019 | $726,000 | +0.6% | 6,095 | 0.0% | 0.65% | -1.1% |
| Q2 2019 | $722,000 | -12.4% | 6,095 | -15.5% | 0.66% | -17.0% |
| Q1 2019 | $824,000 | +12.9% | 7,214 | 0.0% | 0.80% | +0.5% |
| Q4 2018 | $730,000 | – | 7,214 | – | 0.79% | – |
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% |