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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $651,000 | -13.9% | 4,743 | -2.4% | 0.09% | +31.8% |
| Q1 2022 | $756,000 | -2.2% | 4,859 | -1.6% | 0.07% | +4.8% |
| Q4 2021 | $773,000 | +5.3% | 4,938 | -2.4% | 0.06% | +3.3% |
| Q3 2021 | $734,000 | -2.7% | 5,057 | -1.0% | 0.06% | -35.8% |
| Q2 2021 | $754,000 | +6.0% | 5,109 | +1.5% | 0.10% | -14.4% |
| Q1 2021 | $711,000 | +8.2% | 5,035 | -1.8% | 0.11% | +5.7% |
| Q4 2020 | $657,000 | +152.7% | 5,127 | +156.4% | 0.10% | -25.0% |
| Q4 2019 | $260,000 | +1.6% | 2,000 | -7.2% | 0.14% | +141.4% |
| Q3 2019 | $256,000 | +9.9% | 2,155 | +7.8% | 0.06% | -90.5% |
| Q2 2019 | $233,000 | – | 2,000 | – | 0.61% | – |
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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% |