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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $324,000 | -24.8% | 3,310 | 0.0% | 0.25% | -2.3% |
| Q4 2019 | $431,000 | +9.4% | 3,310 | 0.0% | 0.26% | -0.8% |
| Q3 2019 | $394,000 | +2.1% | 3,310 | 0.0% | 0.26% | +0.8% |
| Q2 2019 | $386,000 | -9.6% | 3,310 | -12.5% | 0.26% | -18.0% |
| Q1 2019 | $427,000 | +37.3% | 3,785 | +23.1% | 0.32% | +14.1% |
| Q4 2018 | $311,000 | +15.2% | 3,075 | +32.0% | 0.28% | +48.1% |
| Q3 2018 | $270,000 | +5.1% | 2,330 | 0.0% | 0.19% | -3.1% |
| Q2 2018 | $257,000 | +4.5% | 2,330 | +3.6% | 0.19% | -0.5% |
| Q1 2018 | $246,000 | -34.0% | 2,250 | -31.2% | 0.19% | -26.8% |
| Q4 2017 | $373,000 | – | 3,270 | – | 0.26% | – |
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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% |