ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 708 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.14 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $49,000 | -7.5% | 339 | -5.6% | 0.03% | -9.7% |
| Q2 2021 | $53,000 | +3.9% | 359 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $51,000 | -89.5% | 359 | -90.6% | 0.03% | -89.3% |
| Q4 2020 | $487,000 | -87.2% | 3,804 | +788.8% | 0.29% | -79.6% |
| Q3 2020 | $3,804,000 | +823.3% | 428 | -88.7% | 1.42% | +381.7% |
| Q2 2020 | $412,000 | +12.6% | 3,804 | 0.0% | 0.30% | -3.9% |
| Q1 2020 | $366,000 | -26.1% | 3,804 | 0.0% | 0.31% | -7.0% |
| Q4 2019 | $495,000 | +9.3% | 3,804 | 0.0% | 0.33% | -1.8% |
| Q3 2019 | $453,000 | +2.3% | 3,804 | 0.0% | 0.34% | +0.9% |
| Q2 2019 | $443,000 | +6.5% | 3,804 | +3.2% | 0.33% | +1.2% |
| Q1 2019 | $416,000 | – | 3,687 | – | 0.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 405,131 | $62,325,359 | 23.11% |
| Quantitative Strategies, Inc. | 187,158 | $28,792,372 | 19.37% |
| Foundation Wealth Management, LLC | 121,130 | $18,634,505 | 18.62% |
| LPWM LLC | 254,891 | $38,975,312 | 17.52% |
| Halpern Financial, Inc. | 281,683 | $43,334,118 | 14.96% |
| Praetorian Wealth Management, Inc. | 283,325 | $43,586,718 | 13.85% |
| Powell Investment Advisors, LLC | 138,335 | $21,397,622 | 12.86% |
| FINANCIAL LIFE ADVISORS | 177,823 | $27,356,344 | 11.77% |
| LVZ, Inc. | 458,002 | $70,459,044 | 11.36% |
| INSTRUMENTAL WEALTH, LLC | 58,076 | $9,034,945 | 10.55% |