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 2022 | $334,000 | +10.6% | 2,596 | +18.2% | 0.03% | +18.5% |
| Q2 2022 | $302,000 | -11.7% | 2,196 | 0.0% | 0.03% | +3.8% |
| Q1 2022 | $342,000 | -0.6% | 2,196 | 0.0% | 0.03% | +4.0% |
| Q4 2021 | $344,000 | +1.8% | 2,196 | -5.4% | 0.02% | -3.8% |
| Q3 2021 | $338,000 | -21.6% | 2,321 | -20.5% | 0.03% | -21.2% |
| Q2 2021 | $431,000 | +4.4% | 2,921 | 0.0% | 0.03% | -5.7% |
| Q1 2021 | $413,000 | +10.4% | 2,921 | 0.0% | 0.04% | +6.1% |
| Q4 2020 | $374,000 | +14.0% | 2,921 | +0.1% | 0.03% | +6.5% |
| Q3 2020 | $328,000 | +2.5% | 2,919 | -1.2% | 0.03% | -6.1% |
| Q2 2020 | $320,000 | +13.9% | 2,954 | +1.2% | 0.03% | -5.7% |
| Q1 2020 | $281,000 | -26.1% | 2,919 | 0.0% | 0.04% | -5.4% |
| Q4 2019 | $380,000 | +19.1% | 2,919 | +9.0% | 0.04% | +15.6% |
| Q3 2019 | $319,000 | +2.2% | 2,678 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $312,000 | +3.3% | 2,678 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $302,000 | +11.4% | 2,678 | 0.0% | 0.03% | -27.3% |
| Q4 2018 | $271,000 | – | 2,678 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 405,131 | $62,325,359 | 23.11% |
| Quantitative Strategies, Inc. | 187,158 | $28,792,372 | 19.37% |
| Foundation Wealth Management, LLC | 121,130 | $18,634,505 | 18.62% |
| LPWM LLC | 254,891 | $38,975,312 | 17.52% |
| Halpern Financial, Inc. | 281,683 | $43,334,118 | 14.96% |
| Praetorian Wealth Management, Inc. | 283,325 | $43,586,718 | 13.85% |
| Powell Investment Advisors, LLC | 138,335 | $21,397,622 | 12.86% |
| FINANCIAL LIFE ADVISORS | 177,823 | $27,356,344 | 11.77% |
| LVZ, Inc. | 458,002 | $70,459,044 | 11.36% |
| INSTRUMENTAL WEALTH, LLC | 58,076 | $9,034,945 | 10.55% |