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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,633,472 | -14.9% | 114,622 | -10.8% | 0.20% | -16.9% |
| Q2 2023 | $20,711,139 | +34.5% | 128,489 | +26.6% | 0.24% | +25.4% |
| Q1 2023 | $15,401,535 | +5.8% | 101,486 | +1.2% | 0.19% | -2.6% |
| Q4 2022 | $14,553,178 | +12.4% | 100,318 | -0.4% | 0.19% | -2.5% |
| Q3 2022 | $12,951,000 | +0.8% | 100,769 | +7.8% | 0.20% | +2.6% |
| Q2 2022 | $12,854,000 | +2.9% | 93,508 | +16.7% | 0.19% | +12.8% |
| Q1 2022 | $12,491,000 | +50.3% | 80,149 | +51.1% | 0.17% | +37.6% |
| Q4 2021 | $8,310,000 | +14.6% | 53,045 | +6.4% | 0.12% | +3.3% |
| Q3 2021 | $7,253,000 | -3.0% | 49,851 | -1.6% | 0.12% | -11.0% |
| Q2 2021 | $7,480,000 | +16.3% | 50,681 | +11.4% | 0.14% | -1.4% |
| Q1 2021 | $6,430,000 | +14.0% | 45,484 | +3.3% | 0.14% | +3.0% |
| Q4 2020 | $5,638,000 | -54.2% | 44,039 | -59.8% | 0.13% | -32.0% |
| Q3 2020 | $12,297,000 | +144.9% | 109,462 | +135.9% | 0.20% | +35.9% |
| Q2 2020 | $5,021,000 | +29.6% | 46,409 | +15.3% | 0.14% | +25.0% |
| Q1 2020 | $3,875,000 | -34.4% | 40,236 | -11.4% | 0.12% | -15.3% |
| Q4 2019 | $5,907,000 | +151.5% | 45,405 | +130.3% | 0.14% | +44.2% |
| Q3 2019 | $2,349,000 | +97.7% | 19,718 | +93.5% | 0.10% | +82.7% |
| Q2 2019 | $1,188,000 | +8.7% | 10,189 | +5.1% | 0.05% | -10.3% |
| Q1 2019 | $1,093,000 | -13.5% | 9,696 | -22.3% | 0.06% | -72.6% |
| Q4 2018 | $1,264,000 | – | 12,479 | – | 0.21% | – |
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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% |