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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $608,745 | -51.7% | 3,957 | -49.4% | 0.00% | -100.0% |
| Q2 2023 | $1,260,828 | -33.4% | 7,822 | -37.3% | 0.00% | 0.0% |
| Q1 2023 | $1,893,206 | +4.6% | 12,475 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $1,809,748 | +12.9% | 12,475 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $1,603,000 | -6.9% | 12,475 | -0.4% | 0.00% | 0.0% |
| Q2 2022 | $1,721,000 | -8.3% | 12,521 | +4.0% | 0.00% | 0.0% |
| Q1 2022 | $1,876,000 | +36.6% | 12,045 | +37.3% | 0.00% | 0.0% |
| Q4 2021 | $1,373,000 | +5.9% | 8,770 | -1.6% | 0.00% | 0.0% |
| Q3 2021 | $1,296,000 | -1.4% | 8,909 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $1,315,000 | +90.6% | 8,909 | +82.5% | 0.00% | – |
| Q1 2021 | $690,000 | +10.0% | 4,881 | -0.3% | 0.00% | – |
| Q4 2020 | $627,000 | +11.2% | 4,896 | -2.4% | 0.00% | – |
| Q3 2020 | $564,000 | +4.1% | 5,016 | +0.2% | 0.00% | – |
| Q2 2020 | $542,000 | -45.9% | 5,005 | -51.9% | 0.00% | -100.0% |
| Q1 2020 | $1,001,000 | -3.9% | 10,399 | +29.7% | 0.00% | 0.0% |
| Q4 2019 | $1,042,000 | +43.7% | 8,016 | +31.6% | 0.00% | 0.0% |
| Q3 2019 | $725,000 | +34.3% | 6,091 | +31.0% | 0.00% | – |
| Q2 2019 | $540,000 | +167.3% | 4,650 | +158.5% | 0.00% | – |
| Q1 2019 | $202,000 | +55.4% | 1,799 | +39.2% | 0.00% | – |
| Q4 2018 | $130,000 | -13.3% | 1,292 | +0.2% | 0.00% | – |
| Q3 2018 | $150,000 | +5.6% | 1,290 | 0.0% | 0.00% | – |
| Q2 2018 | $142,000 | -97.5% | 1,290 | -97.5% | 0.00% | -100.0% |
| Q1 2018 | $5,607,000 | -22.3% | 51,290 | -33.3% | 0.00% | -25.0% |
| Q4 2014 | $7,214,000 | +14.1% | 76,947 | +9.6% | 0.00% | 0.0% |
| Q3 2014 | $6,323,000 | -3.4% | 70,207 | -3.2% | 0.00% | 0.0% |
| Q2 2014 | $6,543,000 | +55.2% | 72,495 | +49.3% | 0.00% | +33.3% |
| Q1 2014 | $4,217,000 | -31.5% | 48,544 | -32.6% | 0.00% | -25.0% |
| Q4 2013 | $6,157,000 | -45.7% | 72,073 | -50.2% | 0.00% | -50.0% |
| Q3 2013 | $11,342,000 | – | 144,850 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 467,574 | $59,859,000 | 23.71% |
| LPWM LLC | 208,165 | $26,649,000 | 19.89% |
| Willis Johnson & Associates, Inc. | 622,357 | $79,674,000 | 13.30% |
| MMA ASSET MANAGEMENT LLC | 91,276 | $11,685,000 | 11.36% |
| Powell Investment Advisors, LLC | 115,050 | $14,729,000 | 11.20% |
| Halpern Financial, Inc. | 160,532 | $20,551,311 | 10.69% |
| Praetorian Wealth Management, Inc. | 211,425 | $27,066,000 | 10.34% |
| FINANCIAL LIFE ADVISORS | 145,813 | $18,666,000 | 9.66% |
| Strategic Wealth Partners Group, LLC | 350,915 | $44,924,000 | 9.53% |
| AMARILLO NATIONAL BANK | 266,126 | $34,069,000 | 9.32% |