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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $224,000 | -0.9% | 1,441 | 0.0% | 0.06% | -6.2% |
| Q4 2021 | $226,000 | +7.6% | 1,441 | 0.0% | 0.06% | -5.9% |
| Q3 2021 | $210,000 | -1.4% | 1,441 | 0.0% | 0.07% | -5.6% |
| Q2 2021 | $213,000 | -56.9% | 1,441 | -58.8% | 0.07% | -60.2% |
| Q1 2021 | $494,000 | +10.3% | 3,500 | 0.0% | 0.18% | +8.4% |
| Q4 2020 | $448,000 | +13.7% | 3,500 | 0.0% | 0.17% | +3.7% |
| Q3 2020 | $394,000 | -11.9% | 3,500 | -15.3% | 0.16% | -16.1% |
| Q2 2020 | $447,000 | +12.3% | 4,133 | 0.0% | 0.19% | +1.1% |
| Q1 2020 | $398,000 | -26.0% | 4,133 | 0.0% | 0.19% | -16.3% |
| Q4 2019 | $538,000 | +9.1% | 4,133 | -0.2% | 0.23% | +6.6% |
| Q3 2019 | $493,000 | +2.1% | 4,141 | 0.0% | 0.21% | +2.9% |
| Q2 2019 | $483,000 | +22.3% | 4,141 | +18.3% | 0.21% | +15.6% |
| Q1 2019 | $395,000 | +11.6% | 3,500 | 0.0% | 0.18% | +4.7% |
| Q4 2018 | $354,000 | -13.2% | 3,500 | -0.7% | 0.17% | -9.5% |
| Q3 2018 | $408,000 | +5.2% | 3,526 | 0.0% | 0.19% | +2.7% |
| Q2 2018 | $388,000 | +0.5% | 3,526 | 0.0% | 0.18% | 0.0% |
| Q1 2018 | $386,000 | -2.0% | 3,526 | +2.2% | 0.18% | -8.5% |
| Q4 2017 | $394,000 | +162.7% | 3,451 | +118.1% | 0.20% | +95.1% |
| Q3 2016 | $150,000 | +2.0% | 1,582 | 0.0% | 0.10% | 0.0% |
| Q2 2016 | $147,000 | +3.5% | 1,582 | +0.1% | 0.10% | -1.0% |
| Q1 2016 | $142,000 | -58.7% | 1,581 | -59.3% | 0.10% | -60.3% |
| Q4 2015 | $344,000 | +5.2% | 3,886 | 0.0% | 0.26% | +2.3% |
| Q3 2015 | $327,000 | -11.1% | 3,886 | -2.7% | 0.26% | -15.5% |
| Q2 2015 | $368,000 | +0.8% | 3,995 | +1.2% | 0.30% | -8.7% |
| Q1 2015 | $365,000 | +62.2% | 3,948 | +64.5% | 0.33% | +44.3% |
| Q4 2014 | $225,000 | 0.0% | 2,400 | -3.6% | 0.23% | +17.3% |
| Q3 2014 | $225,000 | – | 2,489 | – | 0.20% | – |
Download | ||||||
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% |