ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 915 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $669 | -4.6% | 4,350 | 0.0% | 0.06% | -1.8% |
| Q2 2023 | $701 | +6.2% | 4,350 | 0.0% | 0.06% | 0.0% |
| Q1 2023 | $660 | +4.6% | 4,350 | 0.0% | 0.06% | +1.8% |
| Q4 2022 | $631 | -99.9% | 4,350 | 0.0% | 0.06% | +10.0% |
| Q3 2022 | $559,000 | -6.4% | 4,350 | 0.0% | 0.05% | 0.0% |
| Q2 2022 | $597,000 | -11.8% | 4,350 | 0.0% | 0.05% | +4.2% |
| Q1 2022 | $677,000 | -0.6% | 4,350 | 0.0% | 0.05% | 0.0% |
| Q4 2021 | $681,000 | +7.8% | 4,350 | 0.0% | 0.05% | -2.0% |
| Q3 2021 | $632,000 | -1.6% | 4,350 | 0.0% | 0.05% | -2.0% |
| Q2 2021 | $642,000 | +4.6% | 4,350 | 0.0% | 0.05% | -3.8% |
| Q1 2021 | $614,000 | +10.2% | 4,350 | 0.0% | 0.05% | +4.0% |
| Q4 2020 | $557,000 | +13.9% | 4,350 | 0.0% | 0.05% | +2.0% |
| Q3 2020 | $489,000 | +3.8% | 4,350 | 0.0% | 0.05% | -5.8% |
| Q2 2020 | $471,000 | +12.4% | 4,350 | 0.0% | 0.05% | -7.1% |
| Q1 2020 | $419,000 | -26.0% | 4,350 | 0.0% | 0.06% | -5.1% |
| Q4 2019 | $566,000 | +9.3% | 4,350 | 0.0% | 0.06% | +3.5% |
| Q3 2019 | $518,000 | +2.2% | 4,350 | 0.0% | 0.06% | +1.8% |
| Q2 2019 | $507,000 | +3.5% | 4,350 | 0.0% | 0.06% | +1.8% |
| Q1 2019 | $490,000 | +11.4% | 4,350 | 0.0% | 0.06% | -1.8% |
| Q4 2018 | $440,000 | -12.7% | 4,350 | 0.0% | 0.06% | 0.0% |
| Q3 2018 | $504,000 | +5.2% | 4,350 | 0.0% | 0.06% | -3.4% |
| Q2 2018 | $479,000 | -29.9% | 4,350 | -30.4% | 0.06% | -32.6% |
| Q1 2018 | $683,000 | – | 6,250 | – | 0.09% | – |
Download | ||||||
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% |