ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 749 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.24 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,352,130 | +6.2% | 27,000 | 0.0% | 0.20% | -1.9% |
| Q1 2023 | $4,097,520 | +18.1% | 27,000 | 0.0% | 0.21% | +48.2% |
| Q3 2022 | $3,470,000 | -20.1% | 27,000 | -14.6% | 0.14% | -8.6% |
| Q2 2022 | $4,344,000 | +111.0% | 31,605 | +139.0% | 0.15% | +166.7% |
| Q1 2022 | $2,059,000 | -55.5% | 13,225 | -55.2% | 0.06% | -59.0% |
| Q4 2021 | $4,624,000 | +7.8% | 29,500 | 0.0% | 0.14% | -39.6% |
| Q3 2021 | $4,290,000 | -1.5% | 29,500 | 0.0% | 0.23% | +7.5% |
| Q2 2021 | $4,355,000 | +4.5% | 29,500 | 0.0% | 0.21% | -29.8% |
| Q1 2021 | $4,167,000 | +11.2% | 29,500 | 0.0% | 0.30% | +80.5% |
| Q4 2020 | $3,746,000 | +12.9% | 29,500 | 0.0% | 0.17% | -0.6% |
| Q3 2020 | $3,317,000 | +3.9% | 29,500 | 0.0% | 0.17% | -4.0% |
| Q2 2020 | $3,192,000 | +12.4% | 29,500 | 0.0% | 0.18% | -20.6% |
| Q1 2020 | $2,839,000 | -25.8% | 29,500 | 0.0% | 0.22% | +14.4% |
| Q4 2019 | $3,826,000 | +8.8% | 29,500 | 0.0% | 0.20% | +2.1% |
| Q3 2019 | $3,515,000 | +2.2% | 29,500 | 0.0% | 0.19% | +17.9% |
| Q2 2019 | $3,439,000 | +16.1% | 29,500 | 0.0% | 0.16% | +20.9% |
| Q1 2019 | $2,961,000 | 0.0% | 29,500 | 0.0% | 0.13% | 0.0% |
| Q4 2018 | $2,961,000 | -13.3% | 29,500 | 0.0% | 0.13% | -31.3% |
| Q3 2018 | $3,417,000 | – | 29,500 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 405,131 | $62,325,359 | 23.11% |
| Quantitative Strategies, Inc. | 187,158 | $28,792,372 | 19.37% |
| Foundation Wealth Management, LLC | 121,130 | $18,634,505 | 18.62% |
| LPWM LLC | 254,891 | $38,975,312 | 17.52% |
| Halpern Financial, Inc. | 281,683 | $43,334,118 | 14.96% |
| Praetorian Wealth Management, Inc. | 283,325 | $43,586,718 | 13.85% |
| Powell Investment Advisors, LLC | 138,335 | $21,397,622 | 12.86% |
| FINANCIAL LIFE ADVISORS | 177,823 | $27,356,344 | 11.77% |
| LVZ, Inc. | 458,002 | $70,459,044 | 11.36% |
| INSTRUMENTAL WEALTH, LLC | 58,076 | $9,034,945 | 10.55% |