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 | $1,496 | -4.0% | 9,672 | 0.0% | 0.08% | 0.0% |
| Q2 2023 | $1,559 | +5.1% | 9,672 | -1.2% | 0.08% | +8.3% |
| Q1 2023 | $1,484 | +17.7% | 9,785 | 0.0% | 0.07% | -7.7% |
| Q4 2022 | $1,261 | -99.9% | 9,785 | 0.0% | 0.08% | 0.0% |
| Q3 2022 | $1,261,000 | -6.2% | 9,785 | 0.0% | 0.08% | +4.0% |
| Q2 2022 | $1,345,000 | -11.7% | 9,785 | 0.0% | 0.08% | -3.8% |
| Q1 2022 | $1,523,000 | -0.6% | 9,785 | 0.0% | 0.08% | +2.6% |
| Q4 2021 | $1,532,000 | +7.4% | 9,785 | 0.0% | 0.08% | -8.4% |
| Q3 2021 | $1,427,000 | -86.7% | 9,785 | -89.3% | 0.08% | -92.7% |
| Q2 2019 | $10,690,000 | +3.4% | 91,713 | 0.0% | 1.14% | -2.4% |
| Q1 2019 | $10,339,000 | – | 91,713 | – | 1.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 519,429 | $49,995,000 | 27.23% |
| LPWM LLC | 193,875 | $18,660,000 | 20.33% |
| AMARILLO NATIONAL BANK | 394,027 | $37,925,000 | 15.64% |
| Florin Court Capital LLP | 7,773 | $748,000 | 13.96% |
| Halpern Financial, Inc. | 135,000 | $12,993,753 | 12.23% |
| Salomon & Ludwin, LLC | 445,955 | $42,923,000 | 11.04% |
| Strategic Wealth Partners Group, LLC | 370,968 | $35,706,000 | 10.39% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 143,724 | $13,833,000 | 9.76% |
| Powell Investment Advisors, LLC | 77,949 | $7,503,000 | 9.09% |
| Blue Zone Wealth Advisors, LLC | 100,614 | $9,684,000 | 9.08% |