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 | $541,568 | -4.6% | 3,520 | 0.0% | 0.03% | +3.2% |
| Q2 2023 | $567,443 | +0.0% | 3,520 | -5.8% | 0.03% | +3.3% |
| Q1 2023 | $567,330 | +2.4% | 3,738 | -2.1% | 0.03% | +7.1% |
| Q4 2022 | $553,763 | +18.6% | 3,817 | +5.0% | 0.03% | 0.0% |
| Q3 2022 | $467,000 | -5.3% | 3,636 | +1.3% | 0.03% | 0.0% |
| Q2 2022 | $493,000 | -19.6% | 3,588 | -8.8% | 0.03% | -3.4% |
| Q1 2022 | $613,000 | -14.4% | 3,935 | -13.9% | 0.03% | -14.7% |
| Q4 2021 | $716,000 | +7.7% | 4,571 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $665,000 | -1.5% | 4,571 | +0.0% | 0.03% | -2.9% |
| Q2 2021 | $675,000 | +10.3% | 4,570 | +5.4% | 0.04% | +6.1% |
| Q1 2021 | $612,000 | +10.3% | 4,334 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $555,000 | +12.6% | 4,334 | -1.3% | 0.03% | -2.9% |
| Q3 2020 | $493,000 | -1.0% | 4,389 | -4.6% | 0.03% | -5.6% |
| Q2 2020 | $498,000 | +1.8% | 4,601 | -9.4% | 0.04% | -16.3% |
| Q1 2020 | $489,000 | -26.2% | 5,077 | -0.3% | 0.04% | 0.0% |
| Q4 2019 | $663,000 | +33.4% | 5,093 | +22.0% | 0.04% | +7.5% |
| Q3 2019 | $497,000 | +2.3% | 4,173 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $486,000 | +2.1% | 4,173 | -1.3% | 0.04% | 0.0% |
| Q1 2019 | $476,000 | +11.2% | 4,226 | -0.1% | 0.04% | 0.0% |
| Q4 2018 | $428,000 | -12.7% | 4,229 | 0.0% | 0.04% | 0.0% |
| Q3 2018 | $490,000 | +5.2% | 4,229 | +0.0% | 0.04% | 0.0% |
| Q2 2018 | $466,000 | -1.3% | 4,228 | -2.1% | 0.04% | 0.0% |
| Q1 2018 | $472,000 | -4.3% | 4,317 | 0.0% | 0.04% | -2.4% |
| Q4 2017 | $493,000 | +6.5% | 4,317 | +0.6% | 0.04% | +2.5% |
| Q3 2017 | $463,000 | +2.7% | 4,293 | 0.0% | 0.04% | 0.0% |
| Q2 2017 | $451,000 | +0.9% | 4,293 | +0.0% | 0.04% | 0.0% |
| Q1 2017 | $447,000 | +2.8% | 4,292 | 0.0% | 0.04% | 0.0% |
| Q4 2016 | $435,000 | +6.6% | 4,292 | 0.0% | 0.04% | 0.0% |
| Q3 2016 | $408,000 | +2.3% | 4,292 | +0.0% | 0.04% | 0.0% |
| Q2 2016 | $399,000 | +3.4% | 4,291 | 0.0% | 0.04% | -4.8% |
| Q1 2016 | $386,000 | +3.2% | 4,291 | +1.6% | 0.04% | 0.0% |
| Q4 2015 | $374,000 | +5.4% | 4,223 | 0.0% | 0.04% | 0.0% |
| Q3 2015 | $355,000 | -8.7% | 4,223 | 0.0% | 0.04% | 0.0% |
| Q2 2015 | $389,000 | -0.8% | 4,223 | -0.3% | 0.04% | 0.0% |
| Q1 2015 | $392,000 | -1.3% | 4,237 | 0.0% | 0.04% | -4.5% |
| Q4 2014 | $397,000 | +3.9% | 4,237 | 0.0% | 0.04% | +4.8% |
| Q3 2014 | $382,000 | -0.3% | 4,237 | 0.0% | 0.04% | +5.0% |
| Q2 2014 | $383,000 | +12.6% | 4,237 | +8.2% | 0.04% | +5.3% |
| Q1 2014 | $340,000 | +1.5% | 3,917 | 0.0% | 0.04% | -7.3% |
| Q4 2013 | $335,000 | +6.3% | 3,917 | -2.6% | 0.04% | 0.0% |
| Q3 2013 | $315,000 | +4.0% | 4,021 | +0.6% | 0.04% | 0.0% |
| Q2 2013 | $303,000 | – | 3,996 | – | 0.04% | – |
Download | ||||||
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% |