ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 913 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.71 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,206,884 | -51.9% | 40,346 | -49.6% | 0.04% | -51.9% |
| Q2 2023 | $12,891,137 | +143.4% | 79,975 | +129.2% | 0.08% | +126.5% |
| Q1 2023 | $5,296,487 | -29.0% | 34,900 | -32.1% | 0.03% | -37.0% |
| Q4 2022 | $7,455,980 | +202.8% | 51,396 | +168.3% | 0.05% | +170.0% |
| Q3 2022 | $2,462,000 | -71.8% | 19,153 | -69.9% | 0.02% | -71.4% |
| Q2 2022 | $8,743,000 | -3.2% | 63,603 | +9.6% | 0.07% | +12.9% |
| Q1 2022 | $9,034,000 | +94.4% | 58,012 | +95.6% | 0.06% | +93.8% |
| Q4 2021 | $4,647,000 | -25.8% | 29,666 | -31.1% | 0.03% | -38.5% |
| Q3 2021 | $6,264,000 | +33.0% | 43,073 | +35.0% | 0.05% | +26.8% |
| Q2 2021 | $4,711,000 | +47.7% | 31,908 | +41.3% | 0.04% | +28.1% |
| Q1 2021 | $3,190,000 | +160.2% | 22,588 | +135.8% | 0.03% | +128.6% |
| Q4 2020 | $1,226,000 | -39.4% | 9,580 | -46.8% | 0.01% | -51.7% |
| Q3 2020 | $2,024,000 | +7.7% | 17,998 | +3.7% | 0.03% | 0.0% |
| Q2 2020 | $1,879,000 | -33.9% | 17,363 | -41.2% | 0.03% | -55.4% |
| Q1 2020 | $2,841,000 | -68.1% | 29,522 | -56.9% | 0.06% | -66.3% |
| Q4 2019 | $8,906,000 | +256.8% | 68,459 | +226.8% | 0.19% | +168.1% |
| Q3 2019 | $2,496,000 | -75.6% | 20,951 | -76.1% | 0.07% | -76.5% |
| Q2 2019 | $10,214,000 | +83.7% | 87,621 | +77.7% | 0.31% | -20.5% |
| Q1 2019 | $5,560,000 | +205.3% | 49,318 | +173.9% | 0.39% | +23.7% |
| Q4 2018 | $1,821,000 | -14.4% | 18,005 | -1.9% | 0.31% | +166.7% |
| Q3 2018 | $2,127,000 | +690.7% | 18,363 | +651.7% | 0.12% | +550.0% |
| Q2 2018 | $269,000 | -4.6% | 2,443 | -5.2% | 0.02% | -18.2% |
| Q1 2018 | $282,000 | +27.6% | 2,577 | +33.0% | 0.02% | +10.0% |
| Q4 2017 | $221,000 | – | 1,937 | – | 0.02% | – |
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% |