ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 811 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.34 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $760,000 | -9.3% | 5,914 | -2.9% | 0.34% | -0.6% |
| Q2 2022 | $838,000 | -17.6% | 6,090 | -6.7% | 0.34% | +0.9% |
| Q1 2022 | $1,017,000 | -2.5% | 6,528 | -1.9% | 0.34% | +11.1% |
| Q4 2021 | $1,043,000 | +2.9% | 6,657 | -4.5% | 0.31% | -7.8% |
| Q3 2021 | $1,014,000 | -10.6% | 6,970 | -9.2% | 0.33% | -8.5% |
| Q2 2021 | $1,134,000 | -5.0% | 7,679 | -9.2% | 0.36% | -12.5% |
| Q1 2021 | $1,194,000 | +10.0% | 8,457 | -0.2% | 0.42% | +5.1% |
| Q4 2020 | $1,085,000 | +14.2% | 8,475 | +0.3% | 0.40% | +4.5% |
| Q3 2020 | $950,000 | -2.7% | 8,452 | -6.3% | 0.38% | -8.7% |
| Q2 2020 | $976,000 | +8.2% | 9,021 | -3.8% | 0.41% | -18.7% |
| Q1 2020 | $902,000 | -12.3% | 9,375 | +18.5% | 0.51% | -12.2% |
| Q4 2019 | $1,029,000 | +8.2% | 7,911 | -0.9% | 0.58% | +2.3% |
| Q3 2019 | $951,000 | – | 7,979 | – | 0.57% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 405,131 | $62,325,359 | 23.11% |
| Quantitative Strategies, Inc. | 187,158 | $28,792,372 | 19.37% |
| Foundation Wealth Management, LLC | 121,130 | $18,634,505 | 18.62% |
| LPWM LLC | 254,891 | $38,975,312 | 17.52% |
| Halpern Financial, Inc. | 281,683 | $43,334,118 | 14.96% |
| Praetorian Wealth Management, Inc. | 283,325 | $43,586,718 | 13.85% |
| Powell Investment Advisors, LLC | 138,335 | $21,397,622 | 12.86% |
| FINANCIAL LIFE ADVISORS | 177,823 | $27,356,344 | 11.77% |
| LVZ, Inc. | 458,002 | $70,459,044 | 11.36% |
| INSTRUMENTAL WEALTH, LLC | 58,076 | $9,034,945 | 10.55% |