ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 721 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $563,361 | -4.6% | 3,662 | 0.0% | 0.19% | -3.6% |
Q2 2023 | $590,277 | +6.2% | 3,662 | 0.0% | 0.20% | +1.5% |
Q1 2023 | $555,744 | +4.6% | 3,662 | 0.0% | 0.19% | +3.7% |
Q4 2022 | $531,245 | +6.2% | 3,662 | -6.0% | 0.19% | -6.0% |
Q3 2022 | $500,000 | -6.5% | 3,894 | 0.0% | 0.20% | -2.5% |
Q2 2022 | $535,000 | -11.7% | 3,894 | 0.0% | 0.20% | +2.0% |
Q1 2022 | $606,000 | -4.7% | 3,894 | -4.0% | 0.20% | -7.4% |
Q4 2021 | $636,000 | +3.6% | 4,058 | 0.0% | 0.22% | -3.1% |
Q3 2021 | $614,000 | +1654.3% | 4,058 | +1266.3% | 0.22% | +1758.3% |
Q2 2019 | $35,000 | +6.1% | 297 | 0.0% | 0.01% | -36.8% |
Q1 2019 | $33,000 | +10.0% | 297 | 0.0% | 0.02% | 0.0% |
Q4 2018 | $30,000 | – | 297 | – | 0.02% | – |
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% |