ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 726 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $23,000 | -8.0% | 183 | 0.0% | 0.01% | -12.5% |
Q2 2022 | $25,000 | -3.8% | 183 | +0.5% | 0.01% | 0.0% |
Q3 2021 | $26,000 | -3.7% | 182 | 0.0% | 0.01% | +14.3% |
Q2 2021 | $27,000 | +3.8% | 182 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $26,000 | +13.0% | 182 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $23,000 | +15.0% | 182 | 0.0% | 0.01% | +16.7% |
Q3 2020 | $20,000 | 0.0% | 182 | 0.0% | 0.01% | -14.3% |
Q2 2020 | $20,000 | +400.0% | 182 | +378.9% | 0.01% | +250.0% |
Q1 2020 | $4,000 | -20.0% | 38 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $5,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $5,000 | +25.0% | 38 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $4,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $4,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $4,000 | – | 38 | – | 0.00% | – |
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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% |