ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 749 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.21 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $616,000 | -26.1% | 4,481 | -16.3% | 1.05% | -1.7% |
| Q1 2022 | $833,000 | +3.7% | 5,352 | +4.4% | 1.07% | -22.1% |
| Q4 2021 | $803,000 | -9.4% | 5,125 | -15.9% | 1.38% | -10.4% |
| Q3 2021 | $886,000 | -7.7% | 6,091 | -6.4% | 1.54% | -9.4% |
| Q2 2021 | $960,000 | -26.9% | 6,505 | -30.0% | 1.70% | -13.2% |
| Q1 2021 | $1,313,000 | -61.6% | 9,299 | -65.2% | 1.95% | -37.2% |
| Q4 2020 | $3,419,000 | +14.5% | 26,709 | +0.6% | 3.11% | +9.7% |
| Q3 2020 | $2,985,000 | -9.1% | 26,547 | -12.5% | 2.84% | -10.0% |
| Q2 2020 | $3,284,000 | +22.8% | 30,352 | +9.2% | 3.15% | -17.3% |
| Q1 2020 | $2,675,000 | +7.3% | 27,792 | +45.0% | 3.81% | +55.3% |
| Q4 2019 | $2,493,000 | – | 19,167 | – | 2.45% | – |
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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% |