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 | $572,592 | +60.0% | 3,722 | +67.7% | 0.11% | +76.2% |
| Q2 2023 | $357,842 | +0.1% | 2,220 | -5.8% | 0.06% | -11.3% |
| Q1 2023 | $357,545 | -13.8% | 2,357 | -17.5% | 0.07% | -19.3% |
| Q4 2022 | $414,610 | -43.6% | 2,858 | -50.0% | 0.09% | -38.9% |
| Q3 2022 | $735,000 | +51.2% | 5,716 | +61.8% | 0.14% | +193.9% |
| Q2 2022 | $486,000 | -21.5% | 3,533 | -11.2% | 0.05% | -9.3% |
| Q1 2022 | $619,000 | +4.4% | 3,978 | +5.2% | 0.05% | +12.5% |
| Q4 2021 | $593,000 | +34.5% | 3,783 | +24.7% | 0.05% | +23.1% |
| Q3 2021 | $441,000 | -99.7% | 3,033 | +142.6% | 0.04% | +14.7% |
| Q2 2019 | $145,712,000 | – | 1,250 | – | 0.03% | – |
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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% |