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% | – |
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% |