ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 627 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,057,000 | +2.5% | 9,403 | -1.3% | 0.83% | -14.5% |
| Q2 2020 | $1,031,000 | +10.9% | 9,531 | -1.3% | 0.98% | -15.8% |
| Q1 2020 | $930,000 | -24.1% | 9,657 | +2.5% | 1.16% | +2.2% |
| Q4 2019 | $1,226,000 | +10.0% | 9,422 | +0.7% | 1.13% | -2.5% |
| Q3 2019 | $1,115,000 | +2.2% | 9,357 | 0.0% | 1.16% | +1.0% |
| Q2 2019 | $1,091,000 | +1.8% | 9,357 | -1.6% | 1.15% | -5.3% |
| Q1 2019 | $1,072,000 | +15.0% | 9,511 | +3.2% | 1.22% | -0.7% |
| Q4 2018 | $932,000 | -18.6% | 9,212 | -6.8% | 1.22% | +6.1% |
| Q3 2018 | $1,145,000 | +5.6% | 9,882 | +0.4% | 1.15% | -2.2% |
| Q2 2018 | $1,084,000 | +0.6% | 9,846 | 0.0% | 1.18% | +6.9% |
| Q1 2018 | $1,077,000 | – | 9,846 | – | 1.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Windmill Hill Asset Management Ltd | 349,920 | $48,100,000 | 24.84% |
| HOME FEDERAL BANK OF TENNESSEE | 425,054 | $58,428,000 | 22.78% |
| Johnson Midwest Financial, LLC | 112,513 | $15,466,000 | 20.80% |
| LPWM LLC | 240,267 | $33,414,000 | 18.63% |
| Halpern Financial, Inc. | 258,370 | $35,515,545 | 13.85% |
| LVZ, Inc. | 595,112 | $81,804,000 | 13.72% |
| Praetorian Wealth Management, Inc. | 243,206 | $33,431,000 | 12.28% |
| Barber Financial Group, Inc. | 542,018 | $74,506,000 | 12.20% |
| Powell Investment Advisors, LLC | 143,029 | $19,661,000 | 11.92% |
| Strategic Wealth Partners Group, LLC | 351,059 | $48,257,000 | 10.74% |