ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 619 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $654,000 | -0.5% | 4,197 | 0.0% | 0.15% | +4.9% |
| Q4 2021 | $657,000 | +1.7% | 4,197 | 0.0% | 0.14% | +3.6% |
| Q3 2021 | $646,000 | -66.2% | 4,197 | -67.6% | 0.14% | -81.6% |
| Q2 2021 | $1,913,000 | +222.6% | 12,958 | +208.7% | 0.75% | +406.8% |
| Q1 2021 | $593,000 | +10.4% | 4,197 | 0.0% | 0.15% | -1.3% |
| Q4 2020 | $537,000 | +13.8% | 4,197 | 0.0% | 0.15% | -2.0% |
| Q3 2020 | $472,000 | +5.4% | 4,197 | +1.5% | 0.15% | -3.2% |
| Q2 2020 | $448,000 | +12.6% | 4,137 | 0.0% | 0.16% | -10.2% |
| Q1 2020 | $398,000 | -26.0% | 4,137 | 0.0% | 0.18% | -6.4% |
| Q4 2019 | $538,000 | +9.1% | 4,137 | 0.0% | 0.19% | +6.2% |
| Q3 2019 | $493,000 | +2.3% | 4,137 | 0.0% | 0.18% | -1.1% |
| Q2 2019 | $482,000 | +3.4% | 4,137 | 0.0% | 0.18% | +4.7% |
| Q1 2019 | $466,000 | +11.5% | 4,137 | 0.0% | 0.17% | -8.1% |
| Q4 2018 | $418,000 | -12.7% | 4,137 | 0.0% | 0.19% | -1.6% |
| Q3 2018 | $479,000 | +5.0% | 4,137 | 0.0% | 0.19% | -1.6% |
| Q2 2018 | $456,000 | +0.9% | 4,137 | 0.0% | 0.19% | +5.5% |
| Q1 2018 | $452,000 | -0.9% | 4,137 | +3.6% | 0.18% | +12.3% |
| Q4 2017 | $456,000 | +5.8% | 3,995 | 0.0% | 0.16% | -23.9% |
| Q3 2017 | $431,000 | +2.9% | 3,995 | 0.0% | 0.21% | +8.1% |
| Q2 2017 | $419,000 | – | 3,995 | – | 0.20% | – |
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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% |