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 | $6,272,786 | -4.7% | 40,775 | -0.1% | 0.30% | +0.7% |
| Q2 2023 | $6,581,345 | +5.9% | 40,830 | -0.3% | 0.30% | -6.2% |
| Q1 2023 | $6,217,200 | +4.7% | 40,967 | +0.1% | 0.32% | +0.9% |
| Q4 2022 | $5,937,409 | +10.0% | 40,928 | -2.6% | 0.32% | -2.4% |
| Q3 2022 | $5,398,000 | -6.8% | 42,001 | -0.3% | 0.33% | 0.0% |
| Q2 2022 | $5,791,000 | -12.2% | 42,127 | -0.5% | 0.33% | -1.2% |
| Q1 2022 | $6,596,000 | -0.7% | 42,355 | -0.1% | 0.33% | +3.1% |
| Q4 2021 | $6,642,000 | +9.3% | 42,403 | +3.0% | 0.32% | -2.4% |
| Q2 2021 | $6,078,000 | -0.7% | 41,168 | -5.0% | 0.33% | -9.1% |
| Q1 2021 | $6,119,000 | +9.6% | 43,322 | -0.7% | 0.36% | -5.0% |
| Q4 2020 | $5,584,000 | +6.6% | 43,618 | -6.3% | 0.38% | +37.1% |
| Q3 2020 | $5,236,000 | -5.8% | 46,564 | -9.3% | 0.28% | -42.2% |
| Q2 2020 | $5,556,000 | +30.1% | 51,347 | +15.7% | 0.48% | -36.9% |
| Q1 2020 | $4,271,000 | +513.6% | 44,375 | +729.7% | 0.76% | +529.8% |
| Q4 2019 | $696,000 | +9.4% | 5,348 | +0.2% | 0.12% | -11.7% |
| Q3 2019 | $636,000 | +33.1% | 5,335 | +30.2% | 0.14% | +22.3% |
| Q2 2019 | $478,000 | +3.2% | 4,098 | -0.1% | 0.11% | +1.8% |
| Q1 2019 | $463,000 | +25.1% | 4,104 | +12.3% | 0.11% | +11.1% |
| Q4 2018 | $370,000 | – | 3,656 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 467,574 | $59,859,000 | 23.71% |
| LPWM LLC | 208,165 | $26,649,000 | 19.89% |
| Willis Johnson & Associates, Inc. | 622,357 | $79,674,000 | 13.30% |
| MMA ASSET MANAGEMENT LLC | 91,276 | $11,685,000 | 11.36% |
| Powell Investment Advisors, LLC | 115,050 | $14,729,000 | 11.20% |
| Halpern Financial, Inc. | 160,532 | $20,551,311 | 10.69% |
| Praetorian Wealth Management, Inc. | 211,425 | $27,066,000 | 10.34% |
| FINANCIAL LIFE ADVISORS | 145,813 | $18,666,000 | 9.66% |
| Strategic Wealth Partners Group, LLC | 350,915 | $44,924,000 | 9.53% |
| AMARILLO NATIONAL BANK | 266,126 | $34,069,000 | 9.32% |