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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $73,820,000 | -12.9% | 500 | -16.7% | 0.05% | -16.4% |
| Q1 2021 | $84,744,000 | +10.3% | 600 | 0.0% | 0.06% | -1.8% |
| Q4 2020 | $76,812,000 | +13.8% | 600 | 0.0% | 0.06% | -1.8% |
| Q3 2020 | $67,470,000 | +3.9% | 600 | 0.0% | 0.06% | -6.6% |
| Q2 2020 | $64,926,000 | +12.4% | 600 | 0.0% | 0.06% | -4.7% |
| Q1 2020 | $57,750,000 | -26.0% | 600 | 0.0% | 0.06% | +6.7% |
| Q4 2019 | $78,054,000 | +9.2% | 600 | 0.0% | 0.06% | +9.1% |
| Q3 2019 | $71,484,000 | +2.2% | 600 | 0.0% | 0.06% | -6.8% |
| Q2 2019 | $69,942,000 | +3.4% | 600 | 0.0% | 0.06% | -3.3% |
| Q1 2019 | $67,644,000 | +11.5% | 600 | 0.0% | 0.06% | 0.0% |
| Q4 2018 | $60,684,000 | – | 600 | – | 0.06% | – |
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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% |