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 2021 | $448,000 | -13.8% | 3,035 | -17.6% | 0.12% | -22.6% |
Q1 2021 | $520,000 | -18.1% | 3,682 | -25.8% | 0.16% | -21.7% |
Q4 2020 | $635,000 | +3.6% | 4,960 | -9.0% | 0.20% | -4.2% |
Q3 2020 | $613,000 | +3.9% | 5,450 | 0.0% | 0.21% | -2.3% |
Q2 2020 | $590,000 | +14.3% | 5,450 | +1.7% | 0.22% | +0.5% |
Q1 2020 | $516,000 | -35.6% | 5,360 | -13.0% | 0.22% | -26.5% |
Q4 2019 | $801,000 | -0.4% | 6,160 | -8.8% | 0.29% | -9.3% |
Q3 2019 | $804,000 | -2.2% | 6,752 | -4.3% | 0.32% | -5.5% |
Q2 2019 | $822,000 | +3.4% | 7,052 | 0.0% | 0.34% | -6.0% |
Q1 2019 | $795,000 | +7.7% | 7,052 | -3.3% | 0.36% | -9.9% |
Q4 2018 | $738,000 | -12.7% | 7,292 | 0.0% | 0.40% | -6.0% |
Q3 2018 | $845,000 | +3.6% | 7,292 | -1.6% | 0.43% | -3.8% |
Q2 2018 | $816,000 | +0.7% | 7,412 | 0.0% | 0.45% | -3.4% |
Q1 2018 | $810,000 | -1.8% | 7,412 | +2.7% | 0.46% | -2.1% |
Q4 2017 | $825,000 | – | 7,220 | – | 0.47% | – |
Download |
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% |