ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 899 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,051,496 | -4.6% | 6,835 | 0.0% | 0.25% | +2.9% |
| Q2 2023 | $1,101,734 | +4.5% | 6,835 | -1.6% | 0.24% | -0.8% |
| Q1 2023 | $1,054,277 | +4.6% | 6,947 | 0.0% | 0.24% | +2.6% |
| Q4 2022 | $1,007,802 | +12.7% | 6,947 | 0.0% | 0.24% | +8.8% |
| Q3 2022 | $894,000 | -6.4% | 6,947 | 0.0% | 0.22% | +0.5% |
| Q2 2022 | $955,000 | -11.7% | 6,947 | 0.0% | 0.22% | +7.0% |
| Q1 2022 | $1,081,000 | -0.6% | 6,947 | 0.0% | 0.20% | -1.5% |
| Q4 2021 | $1,088,000 | +7.7% | 6,947 | 0.0% | 0.20% | -1.9% |
| Q3 2021 | $1,010,000 | -1.6% | 6,947 | 0.0% | 0.21% | -6.7% |
| Q2 2021 | $1,026,000 | -41.8% | 6,947 | -44.4% | 0.22% | -46.3% |
| Q1 2021 | $1,763,000 | +44.7% | 12,489 | +31.3% | 0.42% | +19.3% |
| Q4 2020 | $1,218,000 | +13.8% | 9,515 | 0.0% | 0.35% | +3.0% |
| Q3 2020 | $1,070,000 | +3.8% | 9,515 | 0.0% | 0.34% | +3.0% |
| Q2 2020 | $1,031,000 | +12.7% | 9,515 | 0.0% | 0.33% | -1.8% |
| Q1 2020 | $915,000 | -26.1% | 9,515 | 0.0% | 0.33% | -7.7% |
| Q4 2019 | $1,238,000 | +19.0% | 9,515 | +9.0% | 0.36% | +1.4% |
| Q3 2019 | $1,040,000 | +2.2% | 8,733 | 0.0% | 0.36% | +3.8% |
| Q2 2019 | $1,018,000 | -12.1% | 8,733 | -15.0% | 0.34% | -30.2% |
| Q1 2019 | $1,158,000 | +11.5% | 10,273 | 0.0% | 0.49% | -3.0% |
| Q4 2018 | $1,039,000 | -12.7% | 10,273 | 0.0% | 0.51% | -11.2% |
| Q3 2018 | $1,190,000 | +5.2% | 10,273 | 0.0% | 0.57% | -7.9% |
| Q2 2018 | $1,131,000 | +0.7% | 10,273 | 0.0% | 0.62% | -1.1% |
| Q1 2018 | $1,123,000 | -4.3% | 10,273 | 0.0% | 0.63% | -14.9% |
| Q4 2017 | $1,174,000 | -11.5% | 10,273 | -16.4% | 0.74% | +78.3% |
| Q3 2017 | $1,326,000 | +2.8% | 12,291 | 0.0% | 0.41% | -1.9% |
| Q2 2017 | $1,290,000 | – | 12,291 | – | 0.42% | – |
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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% |