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 | $1,051,847 | -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 | 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% |