ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 913 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.71 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,051,847 | -2.9% | 6,837 | +1.8% | 0.48% | -3.2% |
| Q2 2023 | $1,082,874 | +3.8% | 6,718 | -2.3% | 0.50% | -0.2% |
| Q1 2023 | $1,043,046 | +10.5% | 6,873 | +5.6% | 0.50% | +2.0% |
| Q4 2022 | $943,970 | +10.9% | 6,507 | -1.7% | 0.49% | -1.8% |
| Q3 2022 | $851,000 | -11.4% | 6,620 | -5.3% | 0.50% | -8.0% |
| Q2 2022 | $961,000 | -12.5% | 6,990 | -0.8% | 0.54% | -8.2% |
| Q1 2022 | $1,098,000 | -1.4% | 7,048 | -0.9% | 0.59% | -2.2% |
| Q4 2021 | $1,114,000 | +10.2% | 7,113 | +2.3% | 0.60% | +3.8% |
| Q3 2021 | $1,011,000 | +0.8% | 6,955 | +2.4% | 0.58% | -4.9% |
| Q2 2021 | $1,003,000 | +7.8% | 6,792 | +3.1% | 0.61% | +1.8% |
| Q1 2021 | $930,000 | +48.3% | 6,587 | +34.5% | 0.60% | +55.7% |
| Q4 2020 | $627,000 | – | 4,899 | – | 0.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 467,574 | $59,859,000 | 23.71% |
| LPWM LLC | 208,165 | $26,649,000 | 19.89% |
| Willis Johnson & Associates, Inc. | 622,357 | $79,674,000 | 13.30% |
| MMA ASSET MANAGEMENT LLC | 91,276 | $11,685,000 | 11.36% |
| Powell Investment Advisors, LLC | 115,050 | $14,729,000 | 11.20% |
| Halpern Financial, Inc. | 160,532 | $20,551,311 | 10.69% |
| Praetorian Wealth Management, Inc. | 211,425 | $27,066,000 | 10.34% |
| FINANCIAL LIFE ADVISORS | 145,813 | $18,666,000 | 9.66% |
| Strategic Wealth Partners Group, LLC | 350,915 | $44,924,000 | 9.53% |
| AMARILLO NATIONAL BANK | 266,126 | $34,069,000 | 9.32% |