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 | $3,920,920 | -6.4% | 25,487 | -1.9% | 0.01% | 0.0% |
| Q2 2023 | $4,188,844 | +6.6% | 25,987 | +0.4% | 0.01% | 0.0% |
| Q1 2023 | $3,929,369 | -9.6% | 25,892 | -13.6% | 0.01% | 0.0% |
| Q4 2022 | $4,347,892 | -47.8% | 29,971 | -53.8% | 0.01% | -54.5% |
| Q3 2022 | $8,331,000 | -5.7% | 64,819 | +0.9% | 0.01% | 0.0% |
| Q2 2022 | $8,831,000 | +24.6% | 64,246 | +41.2% | 0.01% | +57.1% |
| Q1 2022 | $7,086,000 | +47.8% | 45,504 | +48.7% | 0.01% | +40.0% |
| Q4 2021 | $4,794,000 | +11.0% | 30,604 | +3.1% | 0.01% | 0.0% |
| Q3 2021 | $4,318,000 | -33.8% | 29,695 | -32.8% | 0.01% | -28.6% |
| Q2 2021 | $6,522,000 | +52.3% | 44,176 | +45.7% | 0.01% | +40.0% |
| Q1 2021 | $4,282,000 | +12.0% | 30,317 | +1.5% | 0.01% | 0.0% |
| Q4 2020 | $3,824,000 | +33.8% | 29,874 | +17.5% | 0.01% | 0.0% |
| Q3 2020 | $2,859,000 | +59.9% | 25,426 | +53.9% | 0.01% | +66.7% |
| Q2 2020 | $1,788,000 | -11.4% | 16,519 | -21.2% | 0.00% | -40.0% |
| Q1 2020 | $2,017,000 | -32.4% | 20,954 | -8.6% | 0.01% | 0.0% |
| Q4 2019 | $2,983,000 | +10.0% | 22,931 | +0.7% | 0.01% | 0.0% |
| Q3 2019 | $2,713,000 | -26.3% | 22,775 | -27.9% | 0.01% | -28.6% |
| Q2 2019 | $3,682,000 | -6.1% | 31,584 | -9.2% | 0.01% | -12.5% |
| Q1 2019 | $3,923,000 | +70.6% | 34,795 | +53.0% | 0.01% | +60.0% |
| Q4 2018 | $2,300,000 | -16.2% | 22,744 | -4.0% | 0.01% | 0.0% |
| Q3 2018 | $2,744,000 | +25.7% | 23,690 | +19.5% | 0.01% | 0.0% |
| Q2 2018 | $2,183,000 | -13.6% | 19,825 | -14.2% | 0.01% | -16.7% |
| Q1 2018 | $2,527,000 | -11.8% | 23,115 | -7.9% | 0.01% | -14.3% |
| Q4 2017 | $2,866,000 | +8.3% | 25,087 | +2.3% | 0.01% | 0.0% |
| Q3 2017 | $2,647,000 | +6.9% | 24,527 | +3.9% | 0.01% | 0.0% |
| Q2 2017 | $2,477,000 | +1.8% | 23,599 | +0.9% | 0.01% | 0.0% |
| Q1 2017 | $2,434,000 | +9.7% | 23,396 | +6.9% | 0.01% | 0.0% |
| Q4 2016 | $2,219,000 | +9.6% | 21,885 | +2.7% | 0.01% | +16.7% |
| Q3 2016 | $2,024,000 | -4.8% | 21,319 | -6.9% | 0.01% | -14.3% |
| Q2 2016 | $2,126,000 | -0.6% | 22,890 | -3.8% | 0.01% | 0.0% |
| Q1 2016 | $2,139,000 | +21.9% | 23,785 | +20.0% | 0.01% | +40.0% |
| Q4 2015 | $1,754,000 | +9.4% | 19,814 | +3.8% | 0.01% | 0.0% |
| Q3 2015 | $1,604,000 | -8.7% | 19,089 | +0.2% | 0.01% | 0.0% |
| Q2 2015 | $1,756,000 | -7.1% | 19,048 | -6.8% | 0.01% | -16.7% |
| Q1 2015 | $1,891,000 | -4.9% | 20,435 | -3.6% | 0.01% | -14.3% |
| Q4 2014 | $1,988,000 | -10.9% | 21,203 | -14.4% | 0.01% | -22.2% |
| Q3 2014 | $2,230,000 | +2.1% | 24,764 | +2.3% | 0.01% | 0.0% |
| Q2 2014 | $2,185,000 | -34.2% | 24,208 | -36.6% | 0.01% | -40.0% |
| Q1 2014 | $3,319,000 | +25.4% | 38,193 | +23.4% | 0.02% | +15.4% |
| Q4 2013 | $2,646,000 | +6.2% | 30,958 | -2.7% | 0.01% | -7.1% |
| Q3 2013 | $2,492,000 | – | 31,820 | – | 0.01% | – |
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% |