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 | $891,072 | -6.0% | 5,792 | -1.5% | 0.05% | -21.3% |
| Q2 2023 | $947,507 | +7.6% | 5,878 | +1.3% | 0.06% | -3.2% |
| Q1 2023 | $880,190 | +1.6% | 5,800 | -2.9% | 0.06% | -1.6% |
| Q4 2022 | $866,569 | +3.4% | 5,973 | -8.4% | 0.06% | -7.2% |
| Q3 2022 | $838,000 | +0.2% | 6,520 | +7.3% | 0.07% | -2.8% |
| Q2 2022 | $836,000 | +84.1% | 6,079 | +108.3% | 0.07% | -43.2% |
| Q1 2022 | $454,000 | +13.8% | 2,918 | +14.5% | 0.12% | +12.6% |
| Q4 2021 | $399,000 | +35.3% | 2,549 | +25.8% | 0.11% | +14.4% |
| Q3 2021 | $295,000 | +19.9% | 2,026 | +21.4% | 0.10% | +21.2% |
| Q2 2021 | $246,000 | +4.2% | 1,669 | +0.1% | 0.08% | -17.5% |
| Q1 2021 | $236,000 | -3.7% | 1,668 | -13.0% | 0.10% | +106.4% |
| Q4 2020 | $245,000 | +18.4% | 1,917 | +4.1% | 0.05% | +6.8% |
| Q3 2020 | $207,000 | -14.8% | 1,842 | -27.1% | 0.04% | -92.2% |
| Q1 2020 | $243,000 | -36.7% | 2,528 | -14.3% | 0.57% | +34.7% |
| Q4 2019 | $384,000 | +2.1% | 2,951 | -20.7% | 0.42% | +15.0% |
| Q4 2018 | $376,000 | – | 3,723 | – | 0.37% | – |
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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% |