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 2022 | $17,580,000 | +36.5% | 136,786 | +46.0% | 0.49% | +36.4% |
| Q2 2022 | $12,882,000 | +92.5% | 93,713 | +118.1% | 0.36% | +126.4% |
| Q1 2022 | $6,692,000 | -31.9% | 42,972 | -31.5% | 0.16% | -36.7% |
| Q4 2021 | $9,822,000 | +64.4% | 62,710 | +52.6% | 0.25% | +41.0% |
| Q3 2021 | $5,976,000 | +288.8% | 41,100 | +294.8% | 0.18% | +229.6% |
| Q2 2021 | $1,537,000 | +31.6% | 10,410 | +25.8% | 0.05% | -8.5% |
| Q1 2021 | $1,168,000 | +40.0% | 8,272 | +26.9% | 0.06% | -4.8% |
| Q4 2020 | $834,000 | -55.4% | 6,518 | -60.8% | 0.06% | -63.3% |
| Q3 2020 | $1,869,000 | -51.1% | 16,616 | -53.0% | 0.17% | -70.7% |
| Q2 2020 | $3,822,000 | – | 35,316 | – | 0.58% | – |
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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% |