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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $217,000 | -11.8% | 1,576 | -0.2% | 0.07% | +1.4% |
| Q1 2022 | $246,000 | -0.4% | 1,579 | 0.0% | 0.07% | +3.0% |
| Q4 2021 | $247,000 | +7.4% | 1,579 | 0.0% | 0.07% | -1.5% |
| Q3 2021 | $230,000 | +1.3% | 1,579 | +2.5% | 0.07% | 0.0% |
| Q2 2021 | $227,000 | +4.1% | 1,540 | 0.0% | 0.07% | -1.4% |
| Q1 2021 | $218,000 | -4.8% | 1,540 | -12.4% | 0.07% | -17.9% |
| Q4 2019 | $229,000 | +9.6% | 1,758 | 0.0% | 0.08% | +2.4% |
| Q3 2019 | $209,000 | +2.0% | 1,758 | 0.0% | 0.08% | +2.5% |
| Q2 2019 | $205,000 | +0.5% | 1,758 | 0.0% | 0.08% | +2.6% |
| Q3 2018 | $204,000 | +1.5% | 1,758 | 0.0% | 0.08% | +5.4% |
| Q4 2017 | $201,000 | -14.5% | 1,758 | -19.4% | 0.07% | -16.9% |
| Q3 2017 | $235,000 | – | 2,181 | – | 0.09% | – |
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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% |