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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $37,979 | -4.2% | 246 | 0.0% | 0.01% | -9.1% |
| Q2 2023 | $39,653 | +5.7% | 246 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $37,503 | -13.6% | 246 | -13.4% | 0.01% | -8.3% |
| Q4 2022 | $43,412 | +17.3% | 284 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $37,000 | -9.8% | 284 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $41,000 | -6.8% | 284 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $44,000 | -55.6% | 284 | -54.8% | 0.01% | -60.0% |
| Q4 2021 | $99,000 | +661.5% | 629 | +623.0% | 0.03% | +500.0% |
| Q3 2021 | $13,000 | 0.0% | 87 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $13,000 | +8.3% | 87 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $12,000 | +9.1% | 87 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $11,000 | +10.0% | 87 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $10,000 | +11.1% | 87 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $9,000 | +12.5% | 87 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $8,000 | -50.0% | 87 | -28.7% | 0.01% | -28.6% |
| Q4 2019 | $16,000 | +6.7% | 122 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $15,000 | +7.1% | 122 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $14,000 | 0.0% | 122 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $14,000 | +16.7% | 122 | 0.0% | 0.01% | +16.7% |
| Q4 2018 | $12,000 | – | 122 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 422,168 | $66,124,000 | 21.89% |
| LPWM LLC | 236,761 | $37,084,000 | 19.67% |
| Halpern Financial, Inc. | 212,453 | $33,276,519 | 14.24% |
| LVZ, Inc. | 604,819 | $94,733,000 | 12.66% |
| Praetorian Wealth Management, Inc. | 231,868 | $36,317,000 | 11.79% |
| Powell Investment Advisors, LLC | 127,195 | $19,923,000 | 11.32% |
| MMA ASSET MANAGEMENT LLC | 93,551 | $14,653,000 | 10.36% |
| FINANCIAL LIFE ADVISORS | 166,005 | $26,001,000 | 10.24% |
| AMARILLO NATIONAL BANK | 325,575 | $50,995,000 | 9.98% |
| Strategic Wealth Partners Group, LLC | 343,916 | $53,868,000 | 9.34% |