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 2020 | $313,000 | -11.8% | 2,787 | -15.1% | 0.13% | -18.2% |
| Q2 2020 | $355,000 | +13.1% | 3,283 | +0.6% | 0.15% | -2.5% |
| Q1 2020 | $314,000 | -29.4% | 3,262 | -4.6% | 0.16% | -19.4% |
| Q4 2019 | $445,000 | +4.0% | 3,420 | -4.8% | 0.20% | -1.5% |
| Q3 2019 | $428,000 | +1.9% | 3,594 | -0.3% | 0.20% | +7.0% |
| Q2 2019 | $420,000 | +1.7% | 3,604 | -1.7% | 0.19% | +5.7% |
| Q1 2019 | $413,000 | -1.2% | 3,666 | -11.3% | 0.18% | -15.4% |
| Q4 2018 | $418,000 | -69.2% | 4,135 | -64.8% | 0.21% | -65.3% |
| Q3 2018 | $1,359,000 | +4.7% | 11,736 | -0.4% | 0.60% | -2.1% |
| Q2 2018 | $1,298,000 | +117.4% | 11,782 | +115.9% | 0.61% | +94.3% |
| Q1 2018 | $597,000 | – | 5,458 | – | 0.32% | – |
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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% |