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 | $12,043,103 | +3.2% | 80,298 | +10.9% | 2.82% | -7.6% |
| Q2 2023 | $11,674,931 | +6.5% | 72,430 | +0.3% | 3.05% | -3.5% |
| Q1 2023 | $10,962,552 | +4.7% | 72,236 | +0.1% | 3.16% | -3.9% |
| Q4 2022 | $10,466,355 | +15.5% | 72,147 | +2.3% | 3.29% | +2.9% |
| Q3 2022 | $9,063,000 | -6.1% | 70,514 | +0.4% | 3.20% | -2.1% |
| Q2 2022 | $9,652,000 | -11.6% | 70,219 | +0.2% | 3.27% | +5.0% |
| Q1 2022 | $10,916,000 | -0.2% | 70,099 | +0.3% | 3.11% | +5.6% |
| Q4 2021 | $10,942,000 | +8.1% | 69,857 | +0.3% | 2.94% | -8.4% |
| Q3 2021 | $10,123,000 | -0.2% | 69,614 | +1.3% | 3.21% | -3.3% |
| Q2 2021 | $10,145,000 | +0.8% | 68,717 | -3.5% | 3.32% | -7.9% |
| Q1 2021 | $10,062,000 | +10.8% | 71,243 | +0.4% | 3.61% | +5.7% |
| Q4 2020 | $9,085,000 | +52.1% | 70,964 | +33.6% | 3.41% | +33.3% |
| Q3 2020 | $5,975,000 | +4.0% | 53,132 | +0.1% | 2.56% | -4.4% |
| Q2 2020 | $5,743,000 | +193.8% | 53,072 | +161.2% | 2.68% | +144.7% |
| Q1 2020 | $1,955,000 | – | 20,315 | – | 1.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 405,131 | $62,325,359 | 23.11% |
| Quantitative Strategies, Inc. | 187,158 | $28,792,372 | 19.37% |
| Foundation Wealth Management, LLC | 121,130 | $18,634,505 | 18.62% |
| LPWM LLC | 254,891 | $38,975,312 | 17.52% |
| Halpern Financial, Inc. | 281,683 | $43,334,118 | 14.96% |
| Praetorian Wealth Management, Inc. | 283,325 | $43,586,718 | 13.85% |
| Powell Investment Advisors, LLC | 138,335 | $21,397,622 | 12.86% |
| FINANCIAL LIFE ADVISORS | 177,823 | $27,356,344 | 11.77% |
| LVZ, Inc. | 458,002 | $70,459,044 | 11.36% |
| INSTRUMENTAL WEALTH, LLC | 58,076 | $9,034,945 | 10.55% |