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 | $3,418,632 | -4.6% | 22,222 | -0.0% | 0.45% | -10.4% |
| Q2 2023 | $3,583,254 | -5.0% | 22,230 | -10.5% | 0.50% | -11.4% |
| Q1 2023 | $3,770,174 | +4.6% | 24,843 | 0.0% | 0.56% | 0.0% |
| Q4 2022 | $3,603,974 | +209.9% | 24,843 | +174.5% | 0.56% | +193.2% |
| Q3 2022 | $1,163,000 | +45.0% | 9,049 | +55.2% | 0.19% | +48.8% |
| Q2 2022 | $802,000 | -20.0% | 5,831 | -9.5% | 0.13% | -3.0% |
| Q1 2022 | $1,003,000 | +14.6% | 6,444 | +15.3% | 0.13% | +19.8% |
| Q4 2021 | $875,000 | -8.8% | 5,588 | -15.3% | 0.11% | -14.6% |
| Q3 2021 | $959,000 | +46.6% | 6,596 | +49.0% | 0.13% | +46.1% |
| Q2 2021 | $654,000 | +5.0% | 4,428 | +0.3% | 0.09% | -5.3% |
| Q1 2021 | $623,000 | +67.0% | 4,414 | +51.4% | 0.09% | +56.7% |
| Q4 2020 | $373,000 | +61.5% | 2,915 | +41.7% | 0.06% | +36.4% |
| Q3 2020 | $231,000 | -9.1% | 2,057 | -12.3% | 0.04% | -18.5% |
| Q2 2020 | $254,000 | -20.4% | 2,345 | -29.3% | 0.05% | -37.2% |
| Q1 2020 | $319,000 | -26.2% | 3,317 | 0.0% | 0.09% | -13.1% |
| Q4 2019 | $432,000 | – | 3,317 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 422,168 | $66,124,000 | 21.89% |
| LPWM LLC | 236,761 | $37,084,000 | 19.67% |
| Halpern Financial, Inc. | 212,453 | $33,276,519 | 14.24% |
| LVZ, Inc. | 604,819 | $94,733,000 | 12.66% |
| Praetorian Wealth Management, Inc. | 231,868 | $36,317,000 | 11.79% |
| Powell Investment Advisors, LLC | 127,195 | $19,923,000 | 11.32% |
| MMA ASSET MANAGEMENT LLC | 93,551 | $14,653,000 | 10.36% |
| FINANCIAL LIFE ADVISORS | 166,005 | $26,001,000 | 10.24% |
| AMARILLO NATIONAL BANK | 325,575 | $50,995,000 | 9.98% |
| Strategic Wealth Partners Group, LLC | 343,916 | $53,868,000 | 9.34% |