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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $218,090 | +6.2% | 1,353 | 0.0% | 0.07% | +1.5% |
| Q1 2023 | $205,331 | -53.4% | 1,353 | -60.6% | 0.07% | -4.3% |
| Q3 2022 | $441,000 | -6.6% | 3,435 | 0.0% | 0.07% | -57.1% |
| Q2 2022 | $472,000 | -13.1% | 3,435 | -1.5% | 0.16% | +54.8% |
| Q1 2022 | $543,000 | -0.5% | 3,486 | 0.0% | 0.10% | -37.3% |
| Q4 2021 | $546,000 | +4.6% | 3,486 | -2.9% | 0.17% | +9.9% |
| Q3 2021 | $522,000 | -6.6% | 3,590 | -5.2% | 0.15% | -19.7% |
| Q2 2021 | $559,000 | +4.5% | 3,787 | 0.0% | 0.19% | -3.1% |
| Q1 2021 | $535,000 | +7.4% | 3,787 | -2.6% | 0.19% | +142.5% |
| Q4 2020 | $498,000 | +14.0% | 3,887 | 0.0% | 0.08% | -56.3% |
| Q3 2020 | $437,000 | 0.0% | 3,887 | 0.0% | 0.18% | -3.2% |
| Q2 2020 | $437,000 | +9.8% | 3,887 | 0.0% | 0.19% | -9.1% |
| Q1 2020 | $398,000 | -28.0% | 3,887 | -8.6% | 0.21% | +252.5% |
| Q4 2019 | $553,000 | +9.1% | 4,251 | -0.1% | 0.06% | -75.3% |
| Q3 2019 | $507,000 | -5.1% | 4,257 | -7.0% | 0.24% | +1607.1% |
| Q2 2019 | $534,000 | +3.5% | 4,579 | 0.0% | 0.01% | -93.2% |
| Q1 2019 | $516,000 | +18.6% | 4,579 | +6.5% | 0.21% | +459.5% |
| Q4 2018 | $435,000 | -13.2% | 4,299 | -0.3% | 0.04% | -83.1% |
| Q3 2018 | $501,000 | +5.5% | 4,310 | 0.0% | 0.22% | +584.4% |
| Q2 2018 | $475,000 | 0.0% | 4,310 | 0.0% | 0.03% | -86.7% |
| Q1 2018 | $475,000 | -11.2% | 4,310 | -8.0% | 0.24% | -10.4% |
| Q4 2017 | $535,000 | +4.1% | 4,685 | -1.6% | 0.27% | -2.2% |
| Q3 2017 | $514,000 | +0.8% | 4,761 | -1.9% | 0.27% | -3.2% |
| Q2 2017 | $510,000 | -1.5% | 4,855 | -2.5% | 0.28% | +23.6% |
| Q1 2017 | $518,000 | +2.6% | 4,982 | +0.0% | 0.23% | -25.6% |
| Q4 2016 | $505,000 | -5.1% | 4,981 | -11.1% | 0.31% | -7.8% |
| Q3 2016 | $532,000 | +1.3% | 5,605 | -0.9% | 0.33% | +1.8% |
| Q2 2016 | $525,000 | +3.1% | 5,655 | 0.0% | 0.33% | -11.4% |
| Q1 2016 | $509,000 | +1.8% | 5,655 | +0.0% | 0.37% | +4.8% |
| Q4 2015 | $500,000 | +5.3% | 5,653 | 0.0% | 0.35% | +15.7% |
| Q3 2015 | $475,000 | -5.6% | 5,653 | +3.7% | 0.30% | -15.7% |
| Q2 2015 | $503,000 | +0.6% | 5,452 | +1.0% | 0.36% | +1.4% |
| Q1 2015 | $500,000 | -1.2% | 5,400 | 0.0% | 0.36% | +17.8% |
| Q4 2014 | $506,000 | +3.1% | 5,400 | -0.9% | 0.30% | -17.9% |
| Q3 2014 | $491,000 | -3.0% | 5,450 | -2.7% | 0.37% | +28.1% |
| Q2 2014 | $506,000 | -2.9% | 5,600 | -6.6% | 0.29% | -22.4% |
| Q1 2014 | $521,000 | +0.4% | 5,996 | -1.2% | 0.37% | +1384.0% |
| Q4 2013 | $519,000 | +7.0% | 6,071 | -2.0% | 0.02% | -93.4% |
| Q3 2013 | $485,000 | +3.0% | 6,193 | -0.4% | 0.38% | +947.2% |
| Q2 2013 | $471,000 | – | 6,218 | – | 0.04% | – |
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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% |