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 | $2,532 | -4.5% | 16,460 | +0.1% | 0.39% | -2.5% |
| Q2 2023 | $2,651 | -99.9% | 16,445 | -2.7% | 0.40% | -4.5% |
| Q1 2023 | $2,565,958 | +0.9% | 16,908 | -3.6% | 0.42% | -6.4% |
| Q4 2022 | $2,543,512 | +12.8% | 17,533 | -0.0% | 0.45% | -4.1% |
| Q3 2022 | $2,254,000 | -6.4% | 17,537 | +0.2% | 0.47% | -3.7% |
| Q2 2022 | $2,407,000 | -12.6% | 17,507 | -1.0% | 0.49% | -2.2% |
| Q1 2022 | $2,754,000 | -0.6% | 17,687 | 0.0% | 0.50% | -0.6% |
| Q4 2021 | $2,770,000 | +1.3% | 17,687 | -5.9% | 0.50% | -7.9% |
| Q3 2021 | $2,734,000 | -10.4% | 18,802 | -9.0% | 0.54% | -9.9% |
| Q2 2021 | $3,051,000 | +2.5% | 20,667 | -1.9% | 0.60% | -3.8% |
| Q1 2021 | $2,976,000 | +10.7% | 21,067 | +0.3% | 0.63% | +0.2% |
| Q4 2020 | $2,689,000 | +14.0% | 21,002 | +0.1% | 0.63% | -3.4% |
| Q3 2020 | $2,358,000 | +6.5% | 20,972 | +2.5% | 0.65% | +3.5% |
| Q2 2020 | $2,214,000 | +8.3% | 20,457 | -3.7% | 0.63% | -7.2% |
| Q1 2020 | $2,045,000 | -26.1% | 21,250 | -0.2% | 0.68% | -3.2% |
| Q4 2019 | $2,769,000 | +16.4% | 21,285 | +6.6% | 0.70% | +7.6% |
| Q3 2019 | $2,378,000 | +10.9% | 19,960 | +8.5% | 0.65% | +11.3% |
| Q2 2019 | $2,145,000 | -5.1% | 18,400 | -8.2% | 0.58% | -7.3% |
| Q1 2019 | $2,260,000 | +91.7% | 20,050 | +72.0% | 0.63% | +66.8% |
| Q4 2018 | $1,179,000 | +162.0% | 11,655 | +200.0% | 0.38% | +211.6% |
| Q3 2018 | $450,000 | +16.0% | 3,885 | +10.2% | 0.12% | +9.0% |
| Q2 2018 | $388,000 | +6.0% | 3,525 | +5.4% | 0.11% | +5.7% |
| Q1 2018 | $366,000 | -5.4% | 3,345 | -1.2% | 0.10% | -5.4% |
| Q4 2017 | $387,000 | +4.9% | 3,385 | -1.0% | 0.11% | +6.7% |
| Q3 2017 | $369,000 | +19.4% | 3,420 | +16.1% | 0.10% | +22.4% |
| Q2 2017 | $309,000 | – | 2,945 | – | 0.08% | – |
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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% |