ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 899 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,070,452 | -4.9% | 6,958 | -0.3% | 0.12% | -0.8% |
| Q2 2023 | $1,125,089 | +6.8% | 6,980 | +0.6% | 0.12% | -0.8% |
| Q1 2023 | $1,053,296 | +3.7% | 6,941 | -0.9% | 0.12% | -3.2% |
| Q4 2022 | $1,015,581 | +14.1% | 7,001 | +1.1% | 0.12% | +8.8% |
| Q3 2022 | $890,000 | -5.9% | 6,923 | +0.6% | 0.11% | +1.8% |
| Q2 2022 | $946,000 | +19.7% | 6,883 | +25.4% | 0.11% | +20.4% |
| Q1 2022 | $790,000 | +40.1% | 5,487 | +52.5% | 0.09% | +75.5% |
| Q4 2021 | $564,000 | +9.1% | 3,598 | +1.2% | 0.05% | -3.6% |
| Q3 2021 | $517,000 | +4.4% | 3,555 | +6.1% | 0.06% | +61.8% |
| Q2 2021 | $495,000 | +118.1% | 3,352 | +108.2% | 0.03% | +25.9% |
| Q1 2021 | $227,000 | -88.2% | 1,610 | -90.2% | 0.03% | -94.0% |
| Q2 2019 | $1,918,000 | +3.5% | 16,455 | +0.1% | 0.45% | +8.5% |
| Q1 2019 | $1,853,000 | – | 16,432 | – | 0.41% | – |
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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% |