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 | $1,259,642 | +0.4% | 8,188 | +5.2% | 0.09% | -1.1% |
| Q2 2023 | $1,254,864 | +4.7% | 7,785 | -1.4% | 0.09% | -4.4% |
| Q1 2023 | $1,198,449 | +17.7% | 7,897 | +12.5% | 0.09% | +5.8% |
| Q4 2022 | $1,017,956 | +14.2% | 7,017 | +1.3% | 0.09% | +3.6% |
| Q3 2022 | $891,000 | -17.1% | 6,929 | -11.4% | 0.08% | -11.7% |
| Q2 2022 | $1,075,000 | -0.2% | 7,824 | +13.1% | 0.09% | +14.6% |
| Q1 2022 | $1,077,000 | +2.1% | 6,916 | +2.7% | 0.08% | 0.0% |
| Q4 2021 | $1,055,000 | +8.0% | 6,735 | +0.2% | 0.08% | -3.5% |
| Q3 2021 | $977,000 | -1.2% | 6,720 | +0.3% | 0.08% | -2.3% |
| Q2 2021 | $989,000 | +0.6% | 6,701 | -12.7% | 0.09% | -16.3% |
| Q4 2020 | $983,000 | -2.2% | 7,675 | -14.1% | 0.10% | -6.3% |
| Q3 2020 | $1,005,000 | +3.1% | 8,938 | -0.8% | 0.11% | -8.3% |
| Q2 2020 | $975,000 | -11.8% | 9,008 | -21.6% | 0.12% | -26.7% |
| Q1 2020 | $1,105,000 | -21.0% | 11,484 | +6.8% | 0.16% | +7.1% |
| Q4 2019 | $1,399,000 | +12.5% | 10,751 | +3.0% | 0.15% | +0.7% |
| Q3 2019 | $1,244,000 | +10.6% | 10,438 | +8.1% | 0.15% | +10.1% |
| Q2 2019 | $1,125,000 | +10.7% | 9,652 | +7.1% | 0.14% | -60.1% |
| Q1 2019 | $1,016,000 | -27.9% | 9,015 | -35.3% | 0.35% | -43.1% |
| Q4 2018 | $1,409,000 | – | 13,928 | – | 0.61% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 422,168 | $66,124,000 | 21.89% |
| LPWM LLC | 236,761 | $37,084,000 | 19.67% |
| Halpern Financial, Inc. | 212,453 | $33,276,519 | 14.24% |
| LVZ, Inc. | 604,819 | $94,733,000 | 12.66% |
| Praetorian Wealth Management, Inc. | 231,868 | $36,317,000 | 11.79% |
| Powell Investment Advisors, LLC | 127,195 | $19,923,000 | 11.32% |
| MMA ASSET MANAGEMENT LLC | 93,551 | $14,653,000 | 10.36% |
| FINANCIAL LIFE ADVISORS | 166,005 | $26,001,000 | 10.24% |
| AMARILLO NATIONAL BANK | 325,575 | $50,995,000 | 9.98% |
| Strategic Wealth Partners Group, LLC | 343,916 | $53,868,000 | 9.34% |