ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 625 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,172,000 | +16.5% | 7,480 | +8.2% | 0.14% | -3.4% |
| Q3 2021 | $1,006,000 | +1.9% | 6,916 | +3.4% | 0.14% | -0.7% |
| Q2 2021 | $987,000 | +1.9% | 6,688 | -2.5% | 0.15% | -16.1% |
| Q1 2021 | $969,000 | +8.9% | 6,860 | -1.4% | 0.17% | -11.2% |
| Q4 2020 | $890,000 | +23.8% | 6,955 | +8.8% | 0.20% | -15.2% |
| Q3 2020 | $719,000 | -6.1% | 6,390 | -9.8% | 0.23% | -20.3% |
| Q2 2020 | $766,000 | +13.0% | 7,083 | +0.6% | 0.29% | -19.4% |
| Q1 2020 | $678,000 | -68.4% | 7,044 | -57.3% | 0.36% | -58.9% |
| Q4 2019 | $2,145,000 | +149.4% | 16,486 | +128.5% | 0.88% | +62.9% |
| Q3 2019 | $860,000 | +37.8% | 7,216 | +34.8% | 0.54% | +33.9% |
| Q2 2019 | $624,000 | -8.5% | 5,355 | -11.5% | 0.40% | -22.7% |
| Q1 2019 | $682,000 | +12.4% | 6,049 | +0.7% | 0.52% | -11.4% |
| Q4 2018 | $607,000 | -32.8% | 6,006 | -23.0% | 0.59% | -12.5% |
| Q3 2018 | $903,000 | -9.1% | 7,797 | -13.6% | 0.67% | -21.6% |
| Q2 2018 | $993,000 | +17.9% | 9,021 | +17.1% | 0.86% | +6.1% |
| Q1 2018 | $842,000 | +23.3% | 7,702 | +28.7% | 0.81% | +13.0% |
| Q4 2017 | $683,000 | -1.2% | 5,983 | -6.6% | 0.71% | -17.2% |
| Q3 2017 | $691,000 | -25.0% | 6,405 | -27.0% | 0.86% | +199.0% |
| Q2 2017 | $921,000 | – | 8,772 | – | 0.29% | – |
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% |