ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 723 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 2020 | $286,000 | +12.6% | 2,644 | 0.0% | 0.06% | +3.3% |
| Q1 2020 | $254,000 | -26.2% | 2,644 | 0.0% | 0.06% | -10.4% |
| Q4 2019 | $344,000 | +9.2% | 2,644 | 0.0% | 0.07% | +3.1% |
| Q3 2019 | $315,000 | +2.3% | 2,644 | 0.0% | 0.06% | -1.5% |
| Q2 2019 | $308,000 | +3.4% | 2,644 | 0.0% | 0.07% | -4.3% |
| Q1 2019 | $298,000 | -29.4% | 2,644 | -36.6% | 0.07% | -36.1% |
| Q4 2018 | $422,000 | -4.5% | 4,170 | +9.2% | 0.11% | +16.1% |
| Q3 2018 | $442,000 | +370.2% | 3,820 | +346.8% | 0.09% | +342.9% |
| Q2 2018 | $94,000 | 0.0% | 855 | 0.0% | 0.02% | -4.5% |
| Q1 2018 | $94,000 | -17.5% | 855 | -14.1% | 0.02% | -15.4% |
| Q4 2017 | $114,000 | -40.3% | 995 | -43.8% | 0.03% | -42.2% |
| Q3 2017 | $191,000 | 0.0% | 1,770 | -2.7% | 0.04% | -2.2% |
| Q2 2017 | $191,000 | -0.5% | 1,820 | -1.6% | 0.05% | -2.1% |
| Q1 2017 | $192,000 | +2.1% | 1,850 | 0.0% | 0.05% | 0.0% |
| Q4 2016 | $188,000 | -7.8% | 1,850 | -14.0% | 0.05% | -9.6% |
| Q3 2016 | $204,000 | +2.0% | 2,150 | 0.0% | 0.05% | 0.0% |
| Q2 2016 | $200,000 | +8.7% | 2,150 | +4.9% | 0.05% | +6.1% |
| Q1 2016 | $184,000 | +1.7% | 2,050 | 0.0% | 0.05% | +2.1% |
| Q4 2015 | $181,000 | – | 2,050 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 519,429 | $49,995,000 | 27.23% |
| LPWM LLC | 193,875 | $18,660,000 | 20.33% |
| AMARILLO NATIONAL BANK | 394,027 | $37,925,000 | 15.64% |
| Florin Court Capital LLP | 7,773 | $748,000 | 13.96% |
| Halpern Financial, Inc. | 135,000 | $12,993,753 | 12.23% |
| Salomon & Ludwin, LLC | 445,955 | $42,923,000 | 11.04% |
| Strategic Wealth Partners Group, LLC | 370,968 | $35,706,000 | 10.39% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 143,724 | $13,833,000 | 9.76% |
| Powell Investment Advisors, LLC | 77,949 | $7,503,000 | 9.09% |
| Blue Zone Wealth Advisors, LLC | 100,614 | $9,684,000 | 9.08% |