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 | $3,758,453 | -7.0% | 24,431 | -2.5% | 1.11% | -1.3% |
| Q2 2023 | $4,039,441 | +0.3% | 25,060 | -5.6% | 1.13% | -1.7% |
| Q1 2023 | $4,027,426 | -7.0% | 26,538 | -11.1% | 1.15% | -2.9% |
| Q4 2022 | $4,329,196 | -19.7% | 29,842 | -28.9% | 1.18% | -15.4% |
| Q3 2022 | $5,391,000 | -6.3% | 41,948 | +0.2% | 1.39% | -3.1% |
| Q2 2022 | $5,753,000 | -11.8% | 41,854 | -0.1% | 1.44% | +1.3% |
| Q1 2022 | $6,523,000 | -1.2% | 41,892 | -0.6% | 1.42% | +0.9% |
| Q4 2021 | $6,601,000 | +6.0% | 42,142 | -1.6% | 1.41% | -0.4% |
| Q3 2021 | $6,228,000 | -1.6% | 42,829 | -0.1% | 1.41% | -2.4% |
| Q2 2021 | $6,331,000 | +1.7% | 42,885 | -2.7% | 1.45% | -3.8% |
| Q1 2021 | $6,226,000 | +4.9% | 44,081 | -5.0% | 1.50% | -1.0% |
| Q4 2020 | $5,938,000 | +12.5% | 46,384 | -1.2% | 1.52% | -0.4% |
| Q3 2020 | $5,279,000 | +3.9% | 46,948 | 0.0% | 1.52% | -0.4% |
| Q2 2020 | $5,080,000 | +10.2% | 46,948 | -2.0% | 1.53% | -2.3% |
| Q1 2020 | $4,611,000 | -26.1% | 47,905 | -0.1% | 1.57% | -9.1% |
| Q4 2019 | $6,240,000 | +8.9% | 47,966 | -0.2% | 1.72% | +4.5% |
| Q3 2019 | $5,729,000 | +2.0% | 48,085 | -0.2% | 1.65% | +2.0% |
| Q2 2019 | $5,615,000 | +2.3% | 48,170 | -1.0% | 1.62% | -5.6% |
| Q1 2019 | $5,487,000 | +11.5% | 48,670 | 0.0% | 1.71% | -0.9% |
| Q4 2018 | $4,923,000 | -9.2% | 48,670 | +4.0% | 1.73% | -9.2% |
| Q3 2018 | $5,421,000 | -2.7% | 46,801 | -7.5% | 1.90% | -11.6% |
| Q2 2018 | $5,572,000 | -1.2% | 50,593 | -1.9% | 2.15% | -2.8% |
| Q1 2018 | $5,637,000 | -5.5% | 51,552 | -1.3% | 2.22% | -6.0% |
| Q4 2017 | $5,964,000 | +3.1% | 52,208 | -2.6% | 2.36% | -1.8% |
| Q3 2017 | $5,787,000 | -0.3% | 53,624 | -3.0% | 2.40% | -4.8% |
| Q2 2017 | $5,802,000 | -1.6% | 55,278 | -2.5% | 2.52% | -8.7% |
| Q1 2017 | $5,898,000 | +0.5% | 56,689 | -2.1% | 2.76% | -3.8% |
| Q4 2016 | $5,871,000 | -0.1% | 57,914 | -6.5% | 2.87% | -2.6% |
| Q3 2016 | $5,879,000 | -2.7% | 61,913 | -4.9% | 2.95% | -4.8% |
| Q2 2016 | $6,045,000 | -0.4% | 65,075 | -3.6% | 3.10% | -3.5% |
| Q1 2016 | $6,070,000 | +1.0% | 67,492 | -0.6% | 3.21% | -5.7% |
| Q4 2015 | $6,010,000 | +5.1% | 67,887 | -0.2% | 3.40% | +3.5% |
| Q3 2015 | $5,716,000 | +26.4% | 68,022 | +38.7% | 3.29% | +26.7% |
| Q2 2015 | $4,521,000 | +4.0% | 49,030 | +4.4% | 2.59% | +1.8% |
| Q1 2015 | $4,349,000 | -2.9% | 46,982 | -1.7% | 2.55% | -8.1% |
| Q4 2014 | $4,481,000 | +4.8% | 47,792 | +0.7% | 2.78% | -3.4% |
| Q3 2014 | $4,274,000 | +0.5% | 47,456 | +0.8% | 2.87% | +1.5% |
| Q2 2014 | $4,252,000 | +4.5% | 47,099 | +0.6% | 2.83% | -0.9% |
| Q1 2014 | $4,070,000 | +0.7% | 46,836 | -1.0% | 2.86% | +3.0% |
| Q4 2013 | $4,043,000 | – | 47,303 | – | 2.77% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 416,733 | $63,243,401 | 23.53% |
| LPWM LLC | 249,212 | $37,820,405 | 18.18% |
| Foundation Wealth Management, LLC | 106,963 | $16,232,678 | 16.71% |
| Halpern Financial, Inc. | 272,735 | $41,390,269 | 14.88% |
| MMA ASSET MANAGEMENT LLC | 124,393 | $18,877,872 | 13.50% |
| Praetorian Wealth Management, Inc. | 253,861 | $38,525,945 | 12.52% |
| Powell Investment Advisors, LLC | 145,268 | $22,045,870 | 12.27% |
| FINANCIAL LIFE ADVISORS | 175,008 | $26,559,189 | 11.42% |
| Frank, Rimerman Advisors LLC | 269,955 | $40,968,371 | 11.32% |
| INSTRUMENTAL WEALTH, LLC | 54,666 | $8,253,518 | 10.90% |