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 | $641,059 | +23.6% | 4,167 | +29.5% | 0.04% | +25.7% |
| Q2 2023 | $518,556 | +9.6% | 3,217 | +3.1% | 0.04% | +2.9% |
| Q1 2023 | $473,282 | +4.8% | 3,119 | +0.2% | 0.03% | -2.9% |
| Q4 2022 | $451,747 | +13.2% | 3,114 | +0.4% | 0.04% | +2.9% |
| Q3 2022 | $399,000 | -6.3% | 3,101 | 0.0% | 0.03% | -5.6% |
| Q2 2022 | $426,000 | -11.4% | 3,101 | +0.1% | 0.04% | +2.9% |
| Q1 2022 | $481,000 | -0.6% | 3,097 | +0.1% | 0.04% | +6.1% |
| Q4 2021 | $484,000 | +8.0% | 3,093 | +0.4% | 0.03% | -2.9% |
| Q3 2021 | $448,000 | -1.5% | 3,082 | 0.0% | 0.03% | -2.9% |
| Q2 2021 | $455,000 | +4.8% | 3,082 | +0.3% | 0.04% | -7.9% |
| Q1 2021 | $434,000 | +10.2% | 3,074 | 0.0% | 0.04% | -2.6% |
| Q4 2020 | $394,000 | +14.2% | 3,074 | +0.2% | 0.04% | -13.3% |
| Q3 2020 | $345,000 | +27.8% | 3,068 | +22.8% | 0.04% | +18.4% |
| Q2 2020 | $270,000 | +12.5% | 2,499 | +0.2% | 0.04% | -9.5% |
| Q1 2020 | $240,000 | -44.8% | 2,494 | -25.4% | 0.04% | -26.3% |
| Q4 2019 | $435,000 | +9.3% | 3,342 | +0.1% | 0.06% | 0.0% |
| Q3 2019 | $398,000 | +975.7% | 3,337 | +824.4% | 0.06% | +714.3% |
| Q4 2016 | $37,000 | +8.8% | 361 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $34,000 | 0.0% | 361 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $34,000 | -58.5% | 361 | -60.4% | 0.01% | -61.1% |
| Q1 2016 | $82,000 | +156.2% | 911 | +152.4% | 0.02% | +125.0% |
| Q4 2015 | $32,000 | +6.7% | 361 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $30,000 | -9.1% | 361 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $33,000 | -17.5% | 361 | -15.5% | 0.01% | -27.3% |
| Q4 2014 | $40,000 | +5.3% | 427 | 0.0% | 0.01% | -8.3% |
| Q3 2014 | $38,000 | +35.7% | 427 | +13.6% | 0.01% | -14.3% |
| Q1 2013 | $28,000 | +12.0% | 376 | 0.0% | 0.01% | -12.5% |
| Q4 2012 | $25,000 | – | 376 | – | 0.02% | – |
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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% |