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 | $1,387,945 | -4.6% | 9,022 | 0.0% | 0.05% | -2.0% |
| Q2 2023 | $1,454,257 | +6.2% | 9,022 | 0.0% | 0.05% | +4.3% |
| Q1 2023 | $1,369,179 | -0.6% | 9,022 | -5.0% | 0.05% | -6.0% |
| Q4 2022 | $1,377,731 | +11.2% | 9,497 | -1.5% | 0.05% | +6.4% |
| Q3 2022 | $1,239,000 | -11.7% | 9,637 | 0.0% | 0.05% | -9.6% |
| Q2 2022 | $1,403,000 | -6.5% | 9,637 | 0.0% | 0.05% | +8.3% |
| Q1 2022 | $1,501,000 | -0.5% | 9,637 | 0.0% | 0.05% | +6.7% |
| Q4 2021 | $1,509,000 | +9.0% | 9,637 | +1.2% | 0.04% | +2.3% |
| Q3 2021 | $1,385,000 | -1.6% | 9,527 | 0.0% | 0.04% | -2.2% |
| Q2 2021 | $1,407,000 | +4.0% | 9,527 | -0.6% | 0.04% | -2.2% |
| Q1 2021 | $1,353,000 | +10.3% | 9,582 | 0.0% | 0.05% | +4.5% |
| Q4 2020 | $1,227,000 | +13.9% | 9,582 | 0.0% | 0.04% | 0.0% |
| Q3 2020 | $1,077,000 | -1.5% | 9,582 | -5.1% | 0.04% | -8.3% |
| Q2 2020 | $1,093,000 | – | 10,102 | – | 0.05% | – |
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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% |