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 | $361,678 | -4.6% | 2,351 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $378,958 | +6.2% | 2,351 | 0.0% | 0.03% | +14.8% |
| Q1 2023 | $356,788 | +98188.7% | 2,351 | -6.0% | 0.03% | 0.0% |
| Q4 2022 | $363 | -99.9% | 2,500 | -26.9% | 0.03% | -22.9% |
| Q3 2022 | $439,000 | +22.6% | 3,419 | +31.4% | 0.04% | +29.6% |
| Q2 2022 | $358,000 | -11.6% | 2,602 | 0.0% | 0.03% | -28.9% |
| Q1 2022 | $405,000 | -3.3% | 2,602 | -2.6% | 0.04% | -7.3% |
| Q4 2021 | $419,000 | +7.7% | 2,672 | 0.0% | 0.04% | +2.5% |
| Q3 2021 | $389,000 | -1.3% | 2,672 | 0.0% | 0.04% | -2.4% |
| Q2 2021 | $394,000 | +14.9% | 2,672 | -0.2% | 0.04% | -10.9% |
| Q4 2020 | $343,000 | +14.0% | 2,678 | 0.0% | 0.05% | +2.2% |
| Q3 2020 | $301,000 | -22.2% | 2,678 | -25.2% | 0.04% | -16.7% |
| Q2 2020 | $387,000 | +33.9% | 3,578 | +19.3% | 0.05% | -25.0% |
| Q1 2020 | $289,000 | -7.4% | 2,999 | +25.0% | 0.07% | +2.9% |
| Q4 2019 | $312,000 | +9.1% | 2,399 | 0.0% | 0.07% | +6.1% |
| Q3 2019 | $286,000 | +33.6% | 2,399 | +30.5% | 0.07% | +40.4% |
| Q2 2019 | $214,000 | +3.4% | 1,838 | 0.0% | 0.05% | +2.2% |
| Q1 2019 | $207,000 | -1.9% | 1,838 | -12.0% | 0.05% | -11.5% |
| Q4 2018 | $211,000 | -5.4% | 2,088 | +8.4% | 0.05% | +10.6% |
| Q3 2018 | $223,000 | +19.3% | 1,926 | +13.2% | 0.05% | +14.6% |
| Q2 2018 | $187,000 | +67.0% | 1,701 | +66.8% | 0.04% | +64.0% |
| Q1 2018 | $112,000 | – | 1,020 | – | 0.02% | – |
Download | ||||||
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% |