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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $21,658,000 | -3.9% | 0 | -100.0% | 5.04% | +5.7% |
| Q4 2021 | $22,547,000 | +11.1% | 143,951 | – | 4.76% | +2.1% |
| Q2 2021 | $20,288,000 | +32.5% | 0 | – | 4.66% | +21.1% |
| Q1 2021 | $15,310,000 | +57.9% | 0 | -100.0% | 3.85% | +43.1% |
| Q4 2020 | $9,694,000 | +20.6% | 75,724 | +5.9% | 2.69% | +1.1% |
| Q3 2020 | $8,039,000 | +6.5% | 71,485 | +2.5% | 2.66% | -2.3% |
| Q2 2020 | $7,547,000 | +28.0% | 69,748 | +13.9% | 2.73% | +1.9% |
| Q1 2020 | $5,896,000 | -29.7% | 61,255 | -4.9% | 2.67% | -10.6% |
| Q4 2019 | $8,383,000 | +11.8% | 64,443 | +2.4% | 2.99% | -4.2% |
| Q3 2019 | $7,499,000 | +5.6% | 62,946 | +1.1% | 3.12% | +9.0% |
| Q2 2019 | $7,102,000 | +4.4% | 62,262 | +3.2% | 2.86% | -4.8% |
| Q1 2019 | $6,801,000 | +10.2% | 60,324 | -1.1% | 3.01% | -2.3% |
| Q4 2018 | $6,170,000 | -14.6% | 61,004 | -2.2% | 3.08% | -3.3% |
| Q3 2018 | $7,223,000 | -99.9% | 62,355 | -3.6% | 3.19% | -8.6% |
| Q2 2018 | $7,127,889,000 | +63275.9% | 64,717 | -37.1% | 3.49% | -35.0% |
| Q1 2018 | $11,247,000 | – | 102,867 | – | 5.36% | – |
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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% |