ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 899 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $176 | -4.9% | 1,150 | 0.0% | 0.00% | – |
| Q2 2023 | $185 | +6.3% | 1,150 | 0.0% | 0.00% | – |
| Q1 2023 | $174 | +4.8% | 1,150 | 0.0% | 0.00% | – |
| Q4 2022 | $166 | -99.9% | 1,150 | 0.0% | 0.00% | – |
| Q3 2022 | $147,000 | -7.0% | 1,150 | 0.0% | 0.00% | – |
| Q2 2022 | $158,000 | -11.7% | 1,150 | 0.0% | 0.00% | – |
| Q1 2022 | $179,000 | -0.6% | 1,150 | 0.0% | 0.00% | – |
| Q4 2021 | $180,000 | +7.8% | 1,150 | 0.0% | 0.00% | – |
| Q3 2021 | $167,000 | -1.2% | 1,150 | 0.0% | 0.00% | – |
| Q2 2021 | $169,000 | +4.3% | 1,150 | 0.0% | 0.00% | – |
| Q1 2021 | $162,000 | +10.2% | 1,150 | 0.0% | 0.00% | – |
| Q4 2020 | $147,000 | +14.0% | 1,150 | 0.0% | 0.00% | – |
| Q3 2020 | $129,000 | +4.0% | 1,150 | 0.0% | 0.00% | – |
| Q2 2020 | $124,000 | -43.9% | 1,150 | -50.0% | 0.00% | – |
| Q1 2020 | $221,000 | -26.1% | 2,300 | 0.0% | 0.00% | – |
| Q4 2019 | $299,000 | +9.1% | 2,300 | 0.0% | 0.00% | – |
| Q3 2019 | $274,000 | +2.2% | 2,300 | 0.0% | 0.00% | – |
| Q2 2019 | $268,000 | +3.5% | 2,300 | 0.0% | 0.00% | – |
| Q1 2019 | $259,000 | +11.6% | 2,300 | 0.0% | 0.00% | – |
| Q4 2018 | $232,000 | -12.8% | 2,300 | 0.0% | 0.00% | – |
| Q3 2018 | $266,000 | +5.1% | 2,300 | 0.0% | 0.00% | – |
| Q2 2018 | $253,000 | – | 2,300 | – | 0.00% | – |
Download | ||||||
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% |