ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 899 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $414,291 | -4.6% | 2,693 | 0.0% | 0.17% | -0.6% |
| Q2 2023 | $434,085 | +6.2% | 2,693 | 0.0% | 0.17% | 0.0% |
| Q1 2023 | $408,690 | +4.6% | 2,693 | 0.0% | 0.17% | -2.2% |
| Q4 2022 | $390,674 | +11.9% | 2,693 | -0.7% | 0.18% | +6.6% |
| Q3 2022 | $349,000 | -6.4% | 2,713 | 0.0% | 0.17% | -6.7% |
| Q2 2022 | $373,000 | -11.6% | 2,713 | 0.0% | 0.18% | 0.0% |
| Q1 2022 | $422,000 | -0.7% | 2,713 | 0.0% | 0.18% | +1.1% |
| Q4 2021 | $425,000 | +7.6% | 2,713 | 0.0% | 0.18% | -2.2% |
| Q3 2021 | $395,000 | -1.5% | 2,713 | 0.0% | 0.18% | -3.7% |
| Q2 2021 | $401,000 | +4.7% | 2,713 | 0.0% | 0.19% | -7.4% |
| Q1 2021 | $383,000 | +10.4% | 2,713 | 0.0% | 0.20% | +2.5% |
| Q4 2020 | $347,000 | +13.8% | 2,713 | 0.0% | 0.20% | +4.2% |
| Q3 2020 | $305,000 | +3.7% | 2,713 | 0.0% | 0.19% | -4.5% |
| Q2 2020 | $294,000 | +12.6% | 2,713 | 0.0% | 0.20% | -5.7% |
| Q1 2020 | $261,000 | -26.1% | 2,713 | 0.0% | 0.21% | -14.2% |
| Q4 2019 | $353,000 | +9.3% | 2,713 | 0.0% | 0.25% | +2.1% |
| Q3 2019 | $323,000 | +2.2% | 2,713 | 0.0% | 0.24% | -0.8% |
| Q2 2019 | $316,000 | -12.2% | 2,713 | -15.0% | 0.24% | -15.3% |
| Q1 2019 | $360,000 | +11.5% | 3,193 | 0.0% | 0.29% | +2.9% |
| Q4 2018 | $323,000 | -22.5% | 3,193 | -11.2% | 0.28% | -20.7% |
| Q3 2018 | $417,000 | +5.3% | 3,596 | 0.0% | 0.35% | -4.3% |
| Q2 2018 | $396,000 | +0.8% | 3,596 | 0.0% | 0.37% | -6.4% |
| Q1 2018 | $393,000 | -4.4% | 3,596 | 0.0% | 0.39% | -6.7% |
| Q4 2017 | $411,000 | – | 3,596 | – | 0.42% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 519,429 | $49,995,000 | 27.23% |
| LPWM LLC | 193,875 | $18,660,000 | 20.33% |
| AMARILLO NATIONAL BANK | 394,027 | $37,925,000 | 15.64% |
| Florin Court Capital LLP | 7,773 | $748,000 | 13.96% |
| Halpern Financial, Inc. | 135,000 | $12,993,753 | 12.23% |
| Salomon & Ludwin, LLC | 445,955 | $42,923,000 | 11.04% |
| Strategic Wealth Partners Group, LLC | 370,968 | $35,706,000 | 10.39% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 143,724 | $13,833,000 | 9.76% |
| Powell Investment Advisors, LLC | 77,949 | $7,503,000 | 9.09% |
| Blue Zone Wealth Advisors, LLC | 100,614 | $9,684,000 | 9.08% |