ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 811 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.34 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $250,000 | -0.8% | 1,608 | 0.0% | 0.09% | +3.4% |
| Q4 2021 | $252,000 | +7.7% | 1,608 | 0.0% | 0.09% | -1.1% |
| Q3 2021 | $234,000 | -1.3% | 1,608 | 0.0% | 0.09% | +20.0% |
| Q2 2021 | $237,000 | +4.4% | 1,608 | 0.0% | 0.08% | -7.4% |
| Q1 2021 | $227,000 | +10.2% | 1,608 | 0.0% | 0.08% | -5.8% |
| Q4 2020 | $206,000 | -18.6% | 1,608 | -17.2% | 0.09% | -49.1% |
| Q4 2019 | $253,000 | -28.3% | 1,942 | -34.5% | 0.17% | -25.9% |
| Q3 2019 | $353,000 | -25.1% | 2,967 | -26.5% | 0.23% | -16.2% |
| Q2 2019 | $471,000 | -9.2% | 4,036 | -12.2% | 0.27% | -15.0% |
| Q1 2019 | $519,000 | +26.9% | 4,599 | +13.6% | 0.32% | -13.7% |
| Q4 2018 | $409,000 | -15.7% | 4,048 | -3.6% | 0.37% | +27.5% |
| Q3 2018 | $485,000 | +90.9% | 4,199 | +82.0% | 0.29% | +40.6% |
| Q2 2018 | $254,000 | – | 2,307 | – | 0.21% | – |
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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% |