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 | 519,429 | $49,995,000 | 27.23% |
LPWM LLC | 193,875 | $18,660,000 | 20.33% |
AMARILLO NATIONAL BANK | 394,027 | $37,925,000 | 15.64% |
Florin Court Capital LLP | 7,773 | $748,000 | 13.96% |
Halpern Financial, Inc. | 135,000 | $12,993,753 | 12.23% |
Salomon & Ludwin, LLC | 445,955 | $42,923,000 | 11.04% |
Strategic Wealth Partners Group, LLC | 370,968 | $35,706,000 | 10.39% |
MIRSKY FINANCIAL MANAGEMENT CORP. | 143,724 | $13,833,000 | 9.76% |
Powell Investment Advisors, LLC | 77,949 | $7,503,000 | 9.09% |
Blue Zone Wealth Advisors, LLC | 100,614 | $9,684,000 | 9.08% |