ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 749 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.21 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $5,750,000 | +1123.4% | 228,820 | +7527.3% | 2.14% | +1150.9% |
| Q4 2021 | $470,000 | +6.8% | 3,000 | 0.0% | 0.17% | 0.0% |
| Q3 2021 | $440,000 | 0.0% | 3,000 | 0.0% | 0.17% | +4.9% |
| Q2 2021 | $440,000 | +4.8% | 3,000 | 0.0% | 0.16% | -5.2% |
| Q1 2021 | $420,000 | +9.4% | 3,000 | 0.0% | 0.17% | -13.1% |
| Q4 2020 | $384,000 | +13.9% | 3,000 | 0.0% | 0.20% | -23.8% |
| Q3 2020 | $337,000 | +3.7% | 3,000 | 0.0% | 0.26% | +0.4% |
| Q2 2020 | $325,000 | +12.5% | 3,000 | 0.0% | 0.26% | -0.8% |
| Q1 2020 | $289,000 | -25.9% | 3,000 | 0.0% | 0.26% | -14.4% |
| Q4 2019 | $390,000 | +9.2% | 3,000 | 0.0% | 0.30% | +5.2% |
| Q3 2019 | $357,000 | -17.2% | 3,000 | -18.9% | 0.29% | -25.4% |
| Q2 2019 | $431,000 | -15.0% | 3,700 | -17.8% | 0.39% | -18.1% |
| Q1 2019 | $507,000 | +11.4% | 4,500 | 0.0% | 0.48% | -1.5% |
| Q4 2018 | $455,000 | -14.6% | 4,500 | -2.2% | 0.48% | -5.3% |
| Q3 2018 | $533,000 | +6.0% | 4,599 | 0.0% | 0.51% | -14.2% |
| Q2 2018 | $503,000 | 0.0% | 4,599 | 0.0% | 0.59% | +9.2% |
| Q1 2018 | $503,000 | -2.1% | 4,599 | +2.2% | 0.54% | -10.5% |
| Q4 2017 | $514,000 | – | 4,500 | – | 0.61% | – |
Download | ||||||
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% |