ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 756 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.34 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $349,000 | +12.6% | 3,224 | -0.2% | 0.20% | +6.5% |
| Q1 2020 | $310,000 | -26.2% | 3,231 | 0.0% | 0.19% | -11.4% |
| Q4 2019 | $420,000 | +15.7% | 3,231 | +0.2% | 0.21% | +13.5% |
| Q3 2019 | $363,000 | +3.4% | 3,224 | +7.1% | 0.18% | -21.9% |
| Q2 2019 | $351,000 | +3.5% | 3,011 | 0.0% | 0.24% | -5.2% |
| Q1 2019 | $339,000 | +551.9% | 3,011 | +481.3% | 0.25% | +400.0% |
| Q4 2018 | $52,000 | -13.3% | 518 | 0.0% | 0.05% | -7.4% |
| Q3 2018 | $60,000 | +76.5% | 518 | +69.3% | 0.05% | +80.0% |
| Q2 2018 | $34,000 | – | 306 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 405,131 | $62,325,359 | 23.11% |
| Quantitative Strategies, Inc. | 187,158 | $28,792,372 | 19.37% |
| Foundation Wealth Management, LLC | 121,130 | $18,634,505 | 18.62% |
| LPWM LLC | 254,891 | $38,975,312 | 17.52% |
| Halpern Financial, Inc. | 281,683 | $43,334,118 | 14.96% |
| Praetorian Wealth Management, Inc. | 283,325 | $43,586,718 | 13.85% |
| Powell Investment Advisors, LLC | 138,335 | $21,397,622 | 12.86% |
| FINANCIAL LIFE ADVISORS | 177,823 | $27,356,344 | 11.77% |
| LVZ, Inc. | 458,002 | $70,459,044 | 11.36% |
| INSTRUMENTAL WEALTH, LLC | 58,076 | $9,034,945 | 10.55% |