ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 913 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.71 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,719,000 | +8.0% | 10,972 | +0.3% | 4.02% | +55.0% |
| Q3 2021 | $1,591,000 | +3.6% | 10,938 | +5.2% | 2.60% | +207.3% |
| Q2 2021 | $1,535,000 | +4.9% | 10,400 | +0.4% | 0.84% | +0.8% |
| Q1 2021 | $1,463,000 | +6.1% | 10,355 | -3.8% | 0.84% | +11.7% |
| Q4 2020 | $1,379,000 | +23.1% | 10,769 | +8.1% | 0.75% | +25.6% |
| Q3 2020 | $1,120,000 | -99.9% | 9,963 | +15.7% | 0.60% | +13.9% |
| Q2 2020 | $931,689,000 | +9.5% | 8,610 | -2.6% | 0.52% | +4.6% |
| Q1 2020 | $851,043,000 | -13.7% | 8,842 | +17.4% | 0.50% | +0.2% |
| Q4 2019 | $986,502,000 | +136157.2% | 7,534 | +24.0% | 0.50% | -21.5% |
| Q3 2019 | $724,000 | +113.6% | 6,076 | +112.3% | 0.64% | +76.5% |
| Q2 2019 | $339,000 | +13.8% | 2,862 | +8.1% | 0.36% | -7.2% |
| Q1 2019 | $298,000 | -46.9% | 2,647 | -52.2% | 0.39% | +36.0% |
| Q4 2018 | $561,000 | – | 5,542 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 519,429 | $49,995,000 | 27.23% |
| LPWM LLC | 193,875 | $18,660,000 | 20.33% |
| AMARILLO NATIONAL BANK | 394,027 | $37,925,000 | 15.64% |
| Florin Court Capital LLP | 7,773 | $748,000 | 13.96% |
| Halpern Financial, Inc. | 135,000 | $12,993,753 | 12.23% |
| Salomon & Ludwin, LLC | 445,955 | $42,923,000 | 11.04% |
| Strategic Wealth Partners Group, LLC | 370,968 | $35,706,000 | 10.39% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 143,724 | $13,833,000 | 9.76% |
| Powell Investment Advisors, LLC | 77,949 | $7,503,000 | 9.09% |
| Blue Zone Wealth Advisors, LLC | 100,614 | $9,684,000 | 9.08% |