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 | $386,867 | -10.3% | 2,515 | -6.0% | 0.04% | -11.6% |
| Q2 2023 | $431,302 | +5.9% | 2,676 | -0.3% | 0.04% | -10.4% |
| Q1 2023 | $407,126 | +4.9% | 2,683 | +0.3% | 0.05% | +4.3% |
| Q4 2022 | $388,155 | +13.2% | 2,676 | +0.3% | 0.05% | +4.5% |
| Q3 2022 | $343,000 | -22.2% | 2,669 | -16.8% | 0.04% | -17.0% |
| Q2 2022 | $441,000 | +1.8% | 3,209 | +15.3% | 0.05% | +12.8% |
| Q1 2022 | $433,000 | +32.8% | 2,783 | +33.9% | 0.05% | +20.5% |
| Q4 2021 | $326,000 | -43.1% | 2,079 | -47.2% | 0.04% | -45.8% |
| Q3 2021 | $573,000 | -0.2% | 3,939 | +1.3% | 0.07% | 0.0% |
| Q2 2021 | $574,000 | -20.4% | 3,890 | -23.8% | 0.07% | -29.4% |
| Q1 2021 | $721,000 | -4.6% | 5,108 | -13.5% | 0.10% | -8.9% |
| Q4 2020 | $756,000 | -27.9% | 5,903 | -36.7% | 0.11% | -43.1% |
| Q3 2020 | $1,049,000 | +11.5% | 9,329 | +7.2% | 0.20% | +3.1% |
| Q2 2020 | $941,000 | +12.7% | 8,699 | +0.2% | 0.19% | -6.4% |
| Q1 2020 | $835,000 | -23.9% | 8,678 | +2.9% | 0.20% | -30.6% |
| Q4 2019 | $1,097,000 | -6.1% | 8,434 | -14.0% | 0.29% | -9.8% |
| Q3 2019 | $1,168,000 | +6.1% | 9,803 | +5.1% | 0.33% | -2.7% |
| Q2 2019 | $1,101,000 | +7.2% | 9,326 | +2.4% | 0.34% | -12.5% |
| Q1 2019 | $1,027,000 | +9.3% | 9,105 | -2.0% | 0.38% | -4.5% |
| Q4 2018 | $940,000 | -10.5% | 9,294 | +2.5% | 0.40% | -18.5% |
| Q3 2018 | $1,050,000 | +13.8% | 9,065 | +8.2% | 0.49% | +6.5% |
| Q2 2018 | $923,000 | +9.6% | 8,378 | +8.8% | 0.46% | -1.7% |
| Q1 2018 | $842,000 | +1.0% | 7,700 | +5.4% | 0.47% | -3.9% |
| Q4 2017 | $834,000 | +7.2% | 7,303 | +1.2% | 0.49% | +2.3% |
| Q3 2017 | $778,000 | +1.6% | 7,214 | -1.2% | 0.48% | -5.3% |
| Q2 2017 | $766,000 | +2.7% | 7,299 | +1.8% | 0.50% | -7.7% |
| Q1 2017 | $746,000 | +11.5% | 7,169 | +8.6% | 0.55% | -5.7% |
| Q4 2016 | $669,000 | – | 6,600 | – | 0.58% | – |
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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% |