ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 634 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.52 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $217,000 | -11.1% | 1,396 | -10.6% | 0.02% | -5.0% |
| Q4 2021 | $244,000 | +7.5% | 1,561 | 0.0% | 0.02% | -4.8% |
| Q3 2021 | $227,000 | -1.3% | 1,561 | 0.0% | 0.02% | -8.7% |
| Q2 2021 | $230,000 | -29.2% | 1,561 | -32.2% | 0.02% | -32.4% |
| Q1 2021 | $325,000 | +60.1% | 2,302 | +47.5% | 0.03% | +47.8% |
| Q4 2019 | $203,000 | -30.5% | 1,561 | -38.2% | 0.02% | -42.5% |
| Q3 2018 | $292,000 | +5.0% | 2,524 | 0.0% | 0.04% | +2.6% |
| Q2 2018 | $278,000 | +0.7% | 2,524 | 0.0% | 0.04% | -2.5% |
| Q1 2018 | $276,000 | -4.2% | 2,524 | 0.0% | 0.04% | -2.4% |
| Q4 2017 | $288,000 | +5.9% | 2,524 | 0.0% | 0.04% | +2.5% |
| Q3 2017 | $272,000 | +2.6% | 2,524 | 0.0% | 0.04% | +2.6% |
| Q2 2017 | $265,000 | +0.8% | 2,524 | 0.0% | 0.04% | -2.5% |
| Q1 2017 | $263,000 | +2.7% | 2,524 | 0.0% | 0.04% | -2.4% |
| Q4 2016 | $256,000 | +6.7% | 2,524 | 0.0% | 0.04% | +5.1% |
| Q3 2016 | $240,000 | +2.6% | 2,524 | 0.0% | 0.04% | 0.0% |
| Q2 2016 | $234,000 | – | 2,524 | – | 0.04% | – |
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% |