ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 708 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.14 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $784,738 | -0.8% | 5,101 | +3.9% | 0.02% | 0.0% |
| Q2 2023 | $791,443 | +8.6% | 4,910 | +2.3% | 0.02% | -46.7% |
| Q1 2023 | $728,600 | +3.3% | 4,801 | -1.2% | 0.03% | +11.1% |
| Q4 2022 | $705,040 | +144.8% | 4,860 | +116.8% | 0.03% | +58.8% |
| Q3 2022 | $288,000 | +7.1% | 2,242 | +14.4% | 0.02% | +6.2% |
| Q2 2022 | $269,000 | +1821.4% | 1,960 | +1396.2% | 0.02% | +1500.0% |
| Q2 2020 | $14,000 | +7.7% | 131 | 0.0% | 0.00% | -50.0% |
| Q1 2020 | $13,000 | -23.5% | 131 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $17,000 | +6.2% | 131 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $16,000 | -50.0% | 131 | -51.7% | 0.00% | -66.7% |
| Q2 2019 | $32,000 | +113.3% | 271 | +106.9% | 0.01% | +50.0% |
| Q1 2019 | $15,000 | – | 131 | – | 0.00% | – |
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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% |