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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $107,842 | -4.6% | 701 | 0.0% | 0.08% | +2.7% |
| Q2 2023 | $112,995 | +14.4% | 701 | +7.7% | 0.08% | +8.7% |
| Q1 2023 | $98,796 | +4.6% | 651 | 0.0% | 0.07% | +3.0% |
| Q4 2022 | $94,441 | +12.4% | 651 | 0.0% | 0.07% | 0.0% |
| Q3 2022 | $84,000 | -5.6% | 651 | 0.0% | 0.07% | +1.5% |
| Q2 2022 | $89,000 | -11.9% | 651 | 0.0% | 0.07% | +11.9% |
| Q1 2022 | $101,000 | -1.0% | 651 | 0.0% | 0.06% | +11.3% |
| Q4 2021 | $102,000 | +7.4% | 651 | 0.0% | 0.05% | -3.6% |
| Q3 2021 | $95,000 | -1.0% | 651 | 0.0% | 0.06% | +1.9% |
| Q2 2021 | $96,000 | +4.3% | 651 | +0.2% | 0.05% | -10.0% |
| Q1 2021 | $92,000 | +10.8% | 650 | 0.0% | 0.06% | 0.0% |
| Q4 2020 | $83,000 | +13.7% | 650 | 0.0% | 0.06% | -10.4% |
| Q3 2020 | $73,000 | +4.3% | 650 | 0.0% | 0.07% | -13.0% |
| Q2 2020 | $70,000 | +11.1% | 650 | 0.0% | 0.08% | -2.5% |
| Q1 2020 | $63,000 | -48.8% | 650 | -31.1% | 0.08% | -22.5% |
| Q4 2019 | $123,000 | +9.8% | 944 | 0.0% | 0.10% | -4.7% |
| Q3 2019 | $112,000 | +1.8% | 944 | 0.0% | 0.11% | +0.9% |
| Q2 2019 | $110,000 | +3.8% | 944 | 0.0% | 0.11% | -2.8% |
| Q1 2019 | $106,000 | +11.6% | 944 | 0.0% | 0.11% | -7.6% |
| Q4 2018 | $95,000 | – | 944 | – | 0.12% | – |
Download | ||||||
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% |