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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $600,964 | +13.0% | 3,456 | 0.0% | 0.15% | +4.3% |
| Q3 2023 | $531,671 | -4.6% | 3,456 | 0.0% | 0.14% | -2.1% |
| Q2 2023 | $557,073 | +2.9% | 3,456 | -3.2% | 0.14% | +0.7% |
| Q1 2023 | $541,631 | -8.2% | 3,569 | -12.2% | 0.14% | -7.8% |
| Q4 2022 | $590,000 | -5.4% | 4,067 | -16.3% | 0.15% | -15.8% |
| Q3 2022 | $624,000 | -88.0% | 4,858 | -87.1% | 0.18% | -87.0% |
| Q2 2022 | $5,190,000 | -5.6% | 37,757 | +6.9% | 1.41% | +6.0% |
| Q1 2022 | $5,498,000 | +6.1% | 35,309 | +6.7% | 1.33% | +8.9% |
| Q4 2021 | $5,181,000 | +17.5% | 33,078 | +9.1% | 1.22% | +7.1% |
| Q3 2021 | $4,410,000 | +8.7% | 30,327 | +10.4% | 1.14% | +9.7% |
| Q2 2021 | $4,056,000 | +18.6% | 27,472 | +13.5% | 1.04% | +12.8% |
| Q1 2021 | $3,419,000 | +205.8% | 24,210 | +177.3% | 0.92% | +202.6% |
| Q4 2020 | $1,118,000 | – | 8,731 | – | 0.30% | – |
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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% |