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 | $193,839 | -8.6% | 1,260 | -4.3% | 0.07% | -9.1% |
| Q2 2023 | $212,126 | +6.2% | 1,316 | 0.0% | 0.08% | 0.0% |
| Q1 2023 | $199,716 | +4.6% | 1,316 | 0.0% | 0.08% | 0.0% |
| Q4 2022 | $190,912 | +13.0% | 1,316 | 0.0% | 0.08% | -6.1% |
| Q3 2022 | $169,000 | -6.6% | 1,316 | 0.0% | 0.08% | -2.4% |
| Q2 2022 | $181,000 | -11.7% | 1,316 | 0.0% | 0.08% | +2.4% |
| Q1 2022 | $205,000 | -0.5% | 1,316 | 0.0% | 0.08% | +7.9% |
| Q4 2021 | $206,000 | +7.9% | 1,316 | 0.0% | 0.08% | +1.3% |
| Q3 2021 | $191,000 | -1.5% | 1,316 | 0.0% | 0.08% | +2.7% |
| Q2 2021 | $194,000 | +4.3% | 1,316 | 0.0% | 0.07% | -1.4% |
| Q1 2021 | $186,000 | -0.5% | 1,316 | -10.0% | 0.07% | -6.3% |
| Q4 2020 | $187,000 | -5.6% | 1,463 | -17.1% | 0.08% | -17.7% |
| Q3 2020 | $198,000 | -33.1% | 1,764 | -35.6% | 0.10% | -29.9% |
| Q2 2020 | $296,000 | +12.1% | 2,738 | 0.0% | 0.14% | -2.8% |
| Q1 2020 | $264,000 | -50.7% | 2,738 | -33.5% | 0.14% | -43.6% |
| Q4 2019 | $536,000 | +64.4% | 4,120 | +50.5% | 0.25% | +44.5% |
| Q3 2019 | $326,000 | +2.2% | 2,738 | 0.0% | 0.17% | +2.4% |
| Q2 2019 | $319,000 | +3.2% | 2,738 | 0.0% | 0.17% | -1.7% |
| Q1 2019 | $309,000 | +11.6% | 2,738 | 0.0% | 0.17% | +29.3% |
| Q4 2018 | $277,000 | – | 2,738 | – | 0.13% | – |
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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% |