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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 467,574 | $59,859,000 | 23.71% |
| LPWM LLC | 208,165 | $26,649,000 | 19.89% |
| Willis Johnson & Associates, Inc. | 622,357 | $79,674,000 | 13.30% |
| MMA ASSET MANAGEMENT LLC | 91,276 | $11,685,000 | 11.36% |
| Powell Investment Advisors, LLC | 115,050 | $14,729,000 | 11.20% |
| Halpern Financial, Inc. | 160,532 | $20,551,311 | 10.69% |
| Praetorian Wealth Management, Inc. | 211,425 | $27,066,000 | 10.34% |
| FINANCIAL LIFE ADVISORS | 145,813 | $18,666,000 | 9.66% |
| Strategic Wealth Partners Group, LLC | 350,915 | $44,924,000 | 9.53% |
| AMARILLO NATIONAL BANK | 266,126 | $34,069,000 | 9.32% |