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 | $591,361 | -4.6% | 3,844 | 0.0% | 0.02% | -6.2% |
| Q2 2023 | $619,614 | +6.2% | 3,844 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $583,365 | -15.5% | 3,844 | -19.2% | 0.02% | -20.0% |
| Q4 2022 | $690,388 | +35.4% | 4,759 | +19.9% | 0.02% | +17.6% |
| Q3 2022 | $510,000 | -21.3% | 3,970 | -15.8% | 0.02% | -22.7% |
| Q2 2022 | $648,000 | -12.4% | 4,713 | -0.8% | 0.02% | 0.0% |
| Q1 2022 | $740,000 | -0.5% | 4,750 | 0.0% | 0.02% | -4.3% |
| Q4 2021 | $744,000 | +6.1% | 4,750 | -1.5% | 0.02% | -4.2% |
| Q3 2021 | $701,000 | -0.3% | 4,820 | +1.2% | 0.02% | -14.3% |
| Q2 2021 | $703,000 | +20.2% | 4,763 | +15.1% | 0.03% | +7.7% |
| Q1 2021 | $585,000 | +10.4% | 4,139 | 0.0% | 0.03% | +4.0% |
| Q4 2020 | $530,000 | +349.2% | 4,139 | +295.7% | 0.02% | +316.7% |
| Q3 2020 | $118,000 | +9.3% | 1,046 | +5.1% | 0.01% | -14.3% |
| Q2 2020 | $108,000 | -44.6% | 995 | -50.9% | 0.01% | -58.8% |
| Q1 2020 | $195,000 | -66.8% | 2,025 | -55.1% | 0.02% | -60.5% |
| Q4 2019 | $587,000 | +79.0% | 4,510 | +63.9% | 0.04% | +59.3% |
| Q3 2019 | $328,000 | +18.4% | 2,752 | +15.8% | 0.03% | +12.5% |
| Q2 2019 | $277,000 | +58.3% | 2,377 | +53.3% | 0.02% | +60.0% |
| Q1 2019 | $175,000 | +11.5% | 1,551 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $157,000 | +45.4% | 1,551 | +66.8% | 0.02% | +36.4% |
| Q3 2018 | $108,000 | +5.9% | 930 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $102,000 | 0.0% | 930 | 0.0% | 0.01% | -8.3% |
| Q1 2018 | $102,000 | +1175.0% | 930 | +944.9% | 0.01% | +1100.0% |
| Q3 2016 | $8,000 | 0.0% | 89 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $8,000 | -90.2% | 89 | -89.9% | 0.00% | -94.4% |
| Q2 2015 | $82,000 | 0.0% | 884 | 0.0% | 0.02% | -10.0% |
| Q1 2015 | $82,000 | – | 884 | – | 0.02% | – |
Download | ||||||
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% |