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 | $929,248 | -6.8% | 6,040 | -2.3% | 0.16% | +1.9% |
| Q2 2023 | $997,017 | +4.9% | 6,185 | -1.3% | 0.16% | +0.6% |
| Q1 2023 | $950,830 | +102692.4% | 6,265 | -1.7% | 0.16% | -5.3% |
| Q4 2022 | $925 | -99.9% | 6,375 | +0.5% | 0.17% | +7.6% |
| Q3 2022 | $815,000 | -8.7% | 6,342 | -2.3% | 0.16% | +1.9% |
| Q2 2022 | $893,000 | -8.8% | 6,493 | +3.2% | 0.16% | +7.6% |
| Q1 2022 | $979,000 | -1.9% | 6,289 | -1.3% | 0.14% | +2.1% |
| Q4 2021 | $998,000 | +8.2% | 6,373 | +0.5% | 0.14% | +2.2% |
| Q3 2021 | $922,000 | -1.9% | 6,343 | -0.3% | 0.14% | +1.5% |
| Q2 2021 | $940,000 | +3.5% | 6,365 | -0.9% | 0.14% | -0.7% |
| Q1 2021 | $908,000 | +13.9% | 6,426 | +3.2% | 0.14% | +0.7% |
| Q4 2020 | $797,000 | +21.1% | 6,228 | +6.4% | 0.14% | +10.6% |
| Q3 2020 | $658,000 | +6.1% | 5,855 | +2.2% | 0.12% | +2.5% |
| Q2 2020 | $620,000 | +12.9% | 5,728 | +0.5% | 0.12% | -1.6% |
| Q1 2020 | $549,000 | -23.5% | 5,702 | +3.4% | 0.12% | +5.2% |
| Q4 2019 | $718,000 | -8.3% | 5,517 | -16.1% | 0.12% | -24.2% |
| Q3 2019 | $783,000 | +1.2% | 6,573 | -1.0% | 0.15% | +1.3% |
| Q2 2019 | $774,000 | +7.6% | 6,639 | +4.1% | 0.15% | +9.4% |
| Q1 2019 | $719,000 | +16.0% | 6,377 | +4.0% | 0.14% | -4.8% |
| Q4 2018 | $620,000 | -11.4% | 6,131 | +1.4% | 0.14% | +16.0% |
| Q3 2018 | $700,000 | +5.3% | 6,047 | +0.1% | 0.12% | +3.3% |
| Q2 2018 | $665,000 | +33.3% | 6,038 | +32.3% | 0.12% | +30.1% |
| Q1 2018 | $499,000 | – | 4,565 | – | 0.09% | – |
Download | ||||||
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% |