ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 756 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.34 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,050,535 | -4.5% | 39,330 | +0.1% | 0.84% | -8.1% |
| Q2 2023 | $6,334,319 | +10.0% | 39,297 | +2.2% | 0.91% | -1.6% |
| Q1 2023 | $5,756,701 | +16.4% | 38,445 | +12.8% | 0.93% | -4.1% |
| Q4 2022 | $4,945,277 | +19.9% | 34,089 | +6.3% | 0.97% | +10.8% |
| Q3 2022 | $4,123,000 | -8.4% | 32,083 | -2.0% | 0.87% | -8.4% |
| Q2 2022 | $4,500,000 | +3.8% | 32,740 | +19.2% | 0.95% | +20.1% |
| Q1 2022 | $4,334,000 | +16.5% | 27,458 | +14.7% | 0.79% | +31.3% |
| Q4 2021 | $3,720,000 | +27.7% | 23,931 | +20.5% | 0.60% | +15.5% |
| Q3 2021 | $2,912,000 | 0.0% | 19,856 | 0.0% | 0.52% | -0.2% |
| Q2 2021 | $2,912,000 | +11.3% | 19,856 | +7.2% | 0.52% | +1.7% |
| Q1 2021 | $2,617,000 | +69.8% | 18,527 | +54.0% | 0.52% | +61.9% |
| Q4 2020 | $1,541,000 | +22.7% | 12,034 | +7.7% | 0.32% | -8.9% |
| Q3 2020 | $1,256,000 | – | 11,169 | – | 0.35% | – |
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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% |