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 | $627,434 | -5.6% | 4,078 | -1.1% | 0.16% | +3.8% |
| Q2 2023 | $664,825 | +4.1% | 4,124 | -2.0% | 0.16% | -3.7% |
| Q1 2023 | $638,901 | +8.2% | 4,210 | +3.4% | 0.16% | -1.2% |
| Q4 2022 | $590,743 | +184.0% | 4,072 | +189.2% | 0.17% | +176.7% |
| Q2 2021 | $208,000 | -19.4% | 1,408 | -36.5% | 0.06% | -49.6% |
| Q2 2019 | $258,000 | +4.0% | 2,217 | +0.6% | 0.12% | -1.7% |
| Q1 2019 | $248,000 | +6.4% | 2,204 | -4.5% | 0.12% | -14.2% |
| Q4 2018 | $233,000 | – | 2,307 | – | 0.14% | – |
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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% |