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 2021 | $103,000 | -20.2% | 713 | -19.0% | 0.02% | -23.8% |
| Q2 2021 | $129,000 | +4.0% | 880 | 0.0% | 0.02% | -19.2% |
| Q1 2021 | $124,000 | -31.5% | 880 | -37.8% | 0.03% | -39.5% |
| Q4 2020 | $181,000 | +13.8% | 1,414 | 0.0% | 0.04% | -4.4% |
| Q3 2020 | $159,000 | +3.9% | 1,414 | 0.0% | 0.04% | +12.5% |
| Q2 2020 | $153,000 | +59.4% | 1,414 | +41.4% | 0.04% | +29.0% |
| Q1 2020 | $96,000 | -26.2% | 1,000 | 0.0% | 0.03% | -16.2% |
| Q4 2019 | $130,000 | +9.2% | 1,000 | 0.0% | 0.04% | 0.0% |
| Q3 2019 | $119,000 | +2.6% | 1,000 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $116,000 | – | 1,000 | – | 0.04% | – |
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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% |