ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 749 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.24 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,407,707 | -1.5% | 35,152 | +3.2% | 0.37% | 0.0% |
| Q2 2023 | $5,489,679 | +4.3% | 34,057 | -1.8% | 0.37% | -3.2% |
| Q1 2023 | $5,264,766 | +6.9% | 34,691 | +2.2% | 0.38% | -0.3% |
| Q4 2022 | $4,922,689 | +13.6% | 33,933 | +0.6% | 0.38% | +5.8% |
| Q3 2022 | $4,335,000 | -4.9% | 33,732 | +1.7% | 0.36% | -5.8% |
| Q2 2022 | $4,558,000 | -5.0% | 33,162 | +7.7% | 0.38% | +0.5% |
| Q1 2022 | $4,796,000 | -5.8% | 30,800 | -10.2% | 0.38% | -16.1% |
| Q4 2021 | $5,093,000 | -2.7% | 34,292 | -3.5% | 0.45% | +2.7% |
| Q3 2021 | $5,236,000 | +2.8% | 35,520 | +3.6% | 0.44% | -2.6% |
| Q2 2021 | $5,093,000 | +7.5% | 34,292 | +4.2% | 0.45% | -6.6% |
| Q1 2021 | $4,738,000 | +120.0% | 32,899 | +95.5% | 0.48% | +88.7% |
| Q4 2020 | $2,154,000 | +11.3% | 16,828 | -1.3% | 0.26% | -3.0% |
| Q3 2020 | $1,935,000 | -58.5% | 17,049 | -60.4% | 0.26% | -60.4% |
| Q2 2020 | $4,661,000 | +58162.5% | 43,070 | +56571.1% | 0.67% | +22200.0% |
| Q3 2018 | $8,000 | – | 76 | – | 0.00% | – |
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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% |