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 2023 | $302,490 | -4.6% | 1,966 | 0.0% | 0.20% | -6.9% |
| Q2 2023 | $316,943 | +6.4% | 1,966 | +0.1% | 0.22% | -1.8% |
| Q1 2023 | $297,985 | +4.9% | 1,964 | +0.2% | 0.22% | +0.9% |
| Q4 2022 | $284,000 | +13.1% | 1,960 | +0.5% | 0.22% | +5.8% |
| Q3 2022 | $251,000 | +4.1% | 1,950 | +11.4% | 0.21% | +8.4% |
| Q2 2022 | $241,000 | -8.0% | 1,750 | +3.9% | 0.19% | +5.6% |
| Q1 2022 | $262,000 | +7.4% | 1,684 | +8.0% | 0.18% | +16.1% |
| Q4 2021 | $244,000 | +8.0% | 1,559 | +0.3% | 0.16% | -1.9% |
| Q3 2021 | $226,000 | -1.7% | 1,555 | 0.0% | 0.16% | -0.6% |
| Q2 2021 | $230,000 | +5.0% | 1,555 | +0.3% | 0.16% | +1.3% |
| Q1 2021 | $219,000 | -45.9% | 1,551 | -50.4% | 0.16% | -54.0% |
| Q4 2019 | $405,000 | +3.3% | 3,129 | +0.2% | 0.34% | +1.2% |
| Q3 2019 | $392,000 | +8.9% | 3,122 | +0.5% | 0.34% | +2.4% |
| Q2 2019 | $360,000 | -2.7% | 3,105 | -2.5% | 0.33% | -1.5% |
| Q1 2019 | $370,000 | +6.6% | 3,183 | -4.6% | 0.33% | -6.2% |
| Q4 2018 | $347,000 | -8.0% | 3,336 | -2.4% | 0.36% | -4.3% |
| Q3 2018 | $377,000 | -10.9% | 3,417 | -11.1% | 0.37% | +3.3% |
| Q2 2018 | $423,000 | -0.9% | 3,844 | 0.0% | 0.36% | -2.4% |
| Q1 2018 | $427,000 | +123.6% | 3,844 | +133.8% | 0.37% | +112.1% |
| Q4 2017 | $191,000 | – | 1,644 | – | 0.17% | – |
Download | ||||||
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% |