ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 913 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.71 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,969 | -57.7% | 12,800 | -55.7% | 0.00% | -57.1% |
| Q2 2023 | $4,658 | +31.1% | 28,900 | +18.0% | 0.01% | +40.0% |
| Q4 2022 | $3,554 | -99.8% | 24,500 | +60.1% | 0.01% | +66.7% |
| Q3 2022 | $1,966,000 | +163.2% | 15,300 | +218.8% | 0.00% | +200.0% |
| Q1 2022 | $747,000 | -64.9% | 4,800 | -64.7% | 0.00% | -66.7% |
| Q4 2021 | $2,130,000 | +66.4% | 13,600 | +54.5% | 0.00% | +50.0% |
| Q3 2021 | $1,280,000 | +35.3% | 8,800 | +31.3% | 0.00% | +100.0% |
| Q1 2021 | $946,000 | -14.5% | 6,700 | -41.7% | 0.00% | 0.0% |
| Q1 2020 | $1,107,000 | +200.0% | 11,500 | +271.0% | 0.00% | – |
| Q3 2019 | $369,000 | +9.2% | 3,100 | +6.9% | 0.00% | – |
| Q2 2019 | $338,000 | -52.4% | 2,900 | -54.0% | 0.00% | -100.0% |
| Q1 2019 | $710,000 | -34.4% | 6,300 | -41.1% | 0.00% | 0.0% |
| Q4 2018 | $1,082,000 | -26.1% | 10,700 | -19.5% | 0.00% | 0.0% |
| Q2 2018 | $1,465,000 | – | 13,300 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 422,168 | $66,124,000 | 21.89% |
| LPWM LLC | 236,761 | $37,084,000 | 19.67% |
| Halpern Financial, Inc. | 212,453 | $33,276,519 | 14.24% |
| LVZ, Inc. | 604,819 | $94,733,000 | 12.66% |
| Praetorian Wealth Management, Inc. | 231,868 | $36,317,000 | 11.79% |
| Powell Investment Advisors, LLC | 127,195 | $19,923,000 | 11.32% |
| MMA ASSET MANAGEMENT LLC | 93,551 | $14,653,000 | 10.36% |
| FINANCIAL LIFE ADVISORS | 166,005 | $26,001,000 | 10.24% |
| AMARILLO NATIONAL BANK | 325,575 | $50,995,000 | 9.98% |
| Strategic Wealth Partners Group, LLC | 343,916 | $53,868,000 | 9.34% |