ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 749 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.24 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 | 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% |