ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 634 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.52 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% | – |
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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% |