ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 749 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.24 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $275 | +8.7% | 1,709 | +2.4% | 0.01% | +16.7% |
| Q1 2023 | $253 | +4.5% | 1,669 | 0.0% | 0.01% | -14.3% |
| Q4 2022 | $242 | -99.9% | 1,669 | 0.0% | 0.01% | +16.7% |
| Q3 2022 | $214,000 | -3.6% | 1,669 | +3.5% | 0.01% | 0.0% |
| Q2 2022 | $222,000 | -8.6% | 1,613 | +3.4% | 0.01% | 0.0% |
| Q1 2022 | $243,000 | -0.4% | 1,560 | 0.0% | 0.01% | +20.0% |
| Q4 2021 | $244,000 | -7.6% | 1,560 | -14.1% | 0.01% | -28.6% |
| Q3 2021 | $264,000 | -9.6% | 1,816 | -8.1% | 0.01% | 0.0% |
| Q2 2021 | $292,000 | -14.9% | 1,976 | -18.5% | 0.01% | -22.2% |
| Q1 2021 | $343,000 | +10.3% | 2,426 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $311,000 | +13.9% | 2,426 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $273,000 | +18.7% | 2,426 | +14.3% | 0.01% | +12.5% |
| Q2 2020 | $230,000 | +12.7% | 2,123 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $204,000 | -55.5% | 2,123 | -39.7% | 0.01% | -46.7% |
| Q4 2019 | $458,000 | +81.0% | 3,523 | +65.9% | 0.02% | +66.7% |
| Q3 2019 | $253,000 | -23.3% | 2,123 | -24.9% | 0.01% | -25.0% |
| Q2 2019 | $330,000 | +3.4% | 2,828 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $319,000 | – | 2,828 | – | 0.01% | – |
Download | ||||||
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% |