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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $875,957 | -21.8% | 6,038 | -30.7% | 0.18% | -29.6% |
| Q3 2022 | $1,120,000 | -5.1% | 8,713 | +1.5% | 0.26% | +3.2% |
| Q2 2022 | $1,180,000 | -36.7% | 8,584 | -28.3% | 0.25% | -25.7% |
| Q1 2022 | $1,863,000 | +40.0% | 11,966 | +40.8% | 0.34% | +43.2% |
| Q4 2021 | $1,331,000 | +28.1% | 8,499 | +19.0% | 0.23% | -7.1% |
| Q3 2021 | $1,039,000 | +28.6% | 7,144 | +31.4% | 0.25% | +22.3% |
| Q2 2021 | $808,000 | +28.5% | 5,437 | +22.1% | 0.21% | +18.4% |
| Q1 2021 | $629,000 | +23.6% | 4,454 | +12.0% | 0.17% | +18.4% |
| Q4 2020 | $509,000 | +15.9% | 3,976 | +1.9% | 0.15% | 0.0% |
| Q3 2020 | $439,000 | -3.1% | 3,902 | -7.0% | 0.15% | -12.5% |
| Q2 2020 | $453,000 | +14.7% | 4,195 | +2.2% | 0.17% | -6.7% |
| Q1 2020 | $395,000 | -55.1% | 4,105 | -39.2% | 0.18% | -46.6% |
| Q4 2019 | $879,000 | +13.1% | 6,755 | +3.6% | 0.34% | -4.8% |
| Q3 2019 | $777,000 | +16.8% | 6,522 | +14.4% | 0.35% | -9.7% |
| Q2 2019 | $665,000 | +56.8% | 5,702 | +51.5% | 0.39% | +34.7% |
| Q1 2019 | $424,000 | – | 3,763 | – | 0.29% | – |
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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% |