ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 727 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,041,500 | +11.5% | 42,257 | +3.6% | 0.34% | -2.6% |
| Q1 2024 | $7,212,769 | +201.8% | 40,771 | +163.9% | 0.35% | +160.7% |
| Q3 2023 | $2,389,996 | +0.7% | 15,451 | +4.9% | 0.14% | +2.3% |
| Q2 2023 | $2,374,074 | +6.7% | 14,728 | +0.5% | 0.13% | -4.3% |
| Q1 2023 | $2,224,914 | +5.8% | 14,661 | +1.1% | 0.14% | -19.3% |
| Q4 2022 | $2,102,743 | +18.1% | 14,495 | +4.7% | 0.17% | +11.0% |
| Q3 2022 | $1,779,863 | -5.9% | 13,849 | +0.6% | 0.15% | -1.3% |
| Q2 2022 | $1,892,401 | -7.2% | 13,767 | +5.1% | 0.16% | +9.9% |
| Q1 2022 | $2,039,885 | -32.8% | 13,100 | -32.4% | 0.14% | -68.0% |
| Q4 2021 | $3,035,327 | +6.8% | 19,379 | -0.9% | 0.44% | +16.8% |
| Q3 2021 | $2,843,392 | +0.2% | 19,553 | +1.7% | 0.38% | +0.8% |
| Q2 2021 | $2,837,783 | +0.6% | 19,221 | -3.8% | 0.38% | +14.2% |
| Q1 2021 | $2,820,699 | +63.0% | 19,971 | +47.7% | 0.33% | +115.7% |
| Q4 2020 | $1,730,947 | +1.8% | 13,521 | -10.6% | 0.15% | -3.8% |
| Q3 2020 | $1,701,007 | -1.1% | 15,127 | -4.8% | 0.16% | -16.8% |
| Q2 2020 | $1,719,988 | +13.7% | 15,895 | +1.1% | 0.19% | -5.9% |
| Q1 2020 | $1,513,185 | -25.4% | 15,721 | +0.8% | 0.20% | -18.5% |
| Q4 2019 | $2,029,381 | +11.9% | 15,600 | +2.4% | 0.25% | -0.8% |
| Q3 2019 | $1,814,315 | -4.9% | 15,228 | -6.9% | 0.25% | -11.0% |
| Q2 2019 | $1,907,580 | +8.2% | 16,364 | +4.6% | 0.28% | -0.4% |
| Q1 2019 | $1,763,276 | – | 15,640 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 422,168 | $66,124,000 | 21.89% |
| LPWM LLC | 236,761 | $37,084,000 | 19.67% |
| Halpern Financial, Inc. | 212,453 | $33,276,519 | 14.24% |
| LVZ, Inc. | 604,819 | $94,733,000 | 12.66% |
| Praetorian Wealth Management, Inc. | 231,868 | $36,317,000 | 11.79% |
| Powell Investment Advisors, LLC | 127,195 | $19,923,000 | 11.32% |
| MMA ASSET MANAGEMENT LLC | 93,551 | $14,653,000 | 10.36% |
| FINANCIAL LIFE ADVISORS | 166,005 | $26,001,000 | 10.24% |
| AMARILLO NATIONAL BANK | 325,575 | $50,995,000 | 9.98% |
| Strategic Wealth Partners Group, LLC | 343,916 | $53,868,000 | 9.34% |