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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $247 | +11.3% | 1,423 | -1.4% | 0.02% | 0.0% |
| Q3 2023 | $222 | -17.5% | 1,443 | -13.5% | 0.02% | -13.0% |
| Q2 2023 | $269 | +5.1% | 1,669 | -0.9% | 0.02% | 0.0% |
| Q1 2023 | $256 | +4.9% | 1,684 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $244 | -99.9% | 1,684 | 0.0% | 0.02% | +4.5% |
| Q3 2022 | $216,000 | -0.9% | 1,684 | +6.3% | 0.02% | +4.8% |
| Q2 2022 | $218,000 | -11.7% | 1,584 | 0.0% | 0.02% | +5.0% |
| Q1 2022 | $247,000 | -0.4% | 1,584 | 0.0% | 0.02% | +5.3% |
| Q4 2021 | $248,000 | +7.8% | 1,584 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $230,000 | -1.7% | 1,584 | 0.0% | 0.02% | -5.0% |
| Q2 2021 | $234,000 | +2.2% | 1,584 | -2.5% | 0.02% | -4.8% |
| Q1 2021 | $229,000 | +10.1% | 1,624 | 0.0% | 0.02% | +5.0% |
| Q4 2020 | $208,000 | -43.8% | 1,624 | -50.7% | 0.02% | -51.2% |
| Q3 2020 | $370,000 | +3.9% | 3,291 | 0.0% | 0.04% | -4.7% |
| Q2 2020 | $356,000 | +11.6% | 3,291 | -0.8% | 0.04% | -2.3% |
| Q1 2020 | $319,000 | -22.9% | 3,316 | +4.1% | 0.04% | -2.2% |
| Q4 2019 | $414,000 | +8.9% | 3,186 | 0.0% | 0.04% | -2.2% |
| Q3 2019 | $380,000 | -5.0% | 3,186 | -7.2% | 0.05% | -6.1% |
| Q2 2019 | $400,000 | – | 3,435 | – | 0.05% | – |
Download | ||||||
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% |