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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $150,068 | -25.3% | 931 | -29.6% | 0.02% | -27.3% |
| Q1 2023 | $200,778 | -27.5% | 1,323 | -25.5% | 0.02% | -21.4% |
| Q1 2022 | $277,000 | -0.4% | 1,777 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $278,000 | +7.8% | 1,777 | 0.0% | 0.03% | +3.7% |
| Q3 2021 | $258,000 | -31.0% | 1,777 | -29.8% | 0.03% | -32.5% |
| Q2 2021 | $374,000 | +206.6% | 2,533 | +134.3% | 0.04% | -13.0% |
| Q1 2019 | $122,000 | -93.9% | 1,081 | -94.5% | 0.05% | -95.2% |
| Q4 2018 | $1,989,000 | +31.3% | 19,669 | +50.4% | 0.96% | +51.9% |
| Q3 2018 | $1,515,000 | +18.3% | 13,080 | +12.4% | 0.63% | +17.5% |
| Q2 2018 | $1,281,000 | +11.3% | 11,634 | +10.5% | 0.54% | -12.8% |
| Q1 2018 | $1,151,000 | +36.2% | 10,527 | +42.3% | 0.62% | +47.3% |
| Q4 2017 | $845,000 | – | 7,396 | – | 0.42% | – |
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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% |