ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 749 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.24 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $389,984 | +45.8% | 2,535 | +52.8% | 0.01% | +42.9% |
| Q2 2023 | $267,414 | -45.2% | 1,659 | -48.4% | 0.01% | -46.2% |
| Q1 2023 | $488,364 | +109.6% | 3,218 | +77.6% | 0.01% | +62.5% |
| Q3 2022 | $233,000 | -47.8% | 1,812 | -40.0% | 0.01% | -78.9% |
| Q2 2021 | $446,000 | -67.3% | 3,018 | -75.1% | 0.04% | -56.8% |
| Q3 2020 | $1,362,000 | -16.9% | 12,115 | -28.8% | 0.09% | -26.1% |
| Q1 2020 | $1,639,000 | +311.8% | 17,024 | +456.3% | 0.12% | +395.8% |
| Q4 2019 | $398,000 | – | 3,060 | – | 0.02% | – |
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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% |