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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,829,532 | -4.6% | 11,892 | -0.0% | 0.55% | -2.6% |
| Q2 2023 | $1,916,965 | +5.8% | 11,893 | -0.4% | 0.57% | -0.7% |
| Q1 2023 | $1,811,650 | +5.3% | 11,938 | +0.6% | 0.57% | -12.8% |
| Q4 2022 | $1,720,892 | +13.0% | 11,862 | +0.1% | 0.66% | +4.6% |
| Q3 2022 | $1,523,000 | -6.0% | 11,847 | +0.5% | 0.63% | -9.5% |
| Q2 2022 | $1,621,000 | -11.6% | 11,790 | +0.1% | 0.69% | +9.0% |
| Q1 2022 | $1,834,000 | +62.2% | 11,778 | +63.2% | 0.64% | +59.5% |
| Q4 2021 | $1,131,000 | +12.5% | 7,219 | +4.4% | 0.40% | -1.2% |
| Q3 2021 | $1,005,000 | -1.5% | 6,912 | +0.1% | 0.40% | -6.9% |
| Q2 2021 | $1,020,000 | +1.0% | 6,906 | -3.4% | 0.43% | -11.8% |
| Q1 2021 | $1,010,000 | +10.6% | 7,148 | +0.3% | 0.49% | -10.4% |
| Q4 2020 | $913,000 | +22.1% | 7,128 | +7.2% | 0.55% | -0.9% |
| Q3 2020 | $748,000 | +0.9% | 6,652 | -2.8% | 0.55% | +5.3% |
| Q2 2020 | $741,000 | +9.3% | 6,846 | -2.8% | 0.52% | +5.4% |
| Q1 2020 | $678,000 | -17.4% | 7,046 | +11.6% | 0.50% | -17.1% |
| Q4 2019 | $821,000 | – | 6,311 | – | 0.60% | – |
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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% |