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 | $415,760 | -4.4% | 2,666 | +0.3% | 0.09% | -2.3% |
| Q2 2023 | $434,924 | +8.2% | 2,659 | +0.4% | 0.09% | -1.1% |
| Q1 2023 | $401,864 | -3.0% | 2,648 | +0.2% | 0.09% | -2.2% |
| Q4 2022 | $414,294 | +22.2% | 2,642 | +0.3% | 0.09% | +2.2% |
| Q3 2022 | $339,000 | -6.1% | 2,634 | +0.3% | 0.09% | -2.2% |
| Q2 2022 | $361,000 | -13.8% | 2,625 | -2.3% | 0.09% | 0.0% |
| Q1 2022 | $419,000 | +5.0% | 2,688 | +3.8% | 0.09% | +4.6% |
| Q4 2021 | $399,000 | +5.3% | 2,590 | -0.5% | 0.09% | -2.2% |
| Q3 2021 | $379,000 | +3.3% | 2,603 | +4.7% | 0.09% | -6.3% |
| Q2 2021 | $367,000 | +4.9% | 2,485 | +0.2% | 0.10% | -4.0% |
| Q1 2021 | $350,000 | +7.7% | 2,481 | +0.2% | 0.10% | +2.1% |
| Q4 2020 | $325,000 | +16.9% | 2,477 | +0.2% | 0.10% | +2.1% |
| Q3 2020 | $278,000 | +14.9% | 2,471 | +10.6% | 0.10% | 0.0% |
| Q2 2020 | $242,000 | +4.3% | 2,235 | -11.3% | 0.10% | -34.0% |
| Q1 2020 | $232,000 | -94.6% | 2,520 | -92.4% | 0.14% | -91.4% |
| Q4 2019 | $4,300,000 | +13.4% | 33,319 | +4.7% | 1.67% | -0.8% |
| Q3 2019 | $3,791,000 | -2.8% | 31,822 | -4.9% | 1.68% | -8.0% |
| Q2 2019 | $3,900,000 | +2.0% | 33,460 | -1.3% | 1.83% | -11.3% |
| Q1 2019 | $3,822,000 | +109.2% | 33,897 | +87.6% | 2.07% | +73.8% |
| Q4 2018 | $1,827,000 | +114.2% | 18,065 | +145.5% | 1.19% | +113.8% |
| Q3 2018 | $853,000 | +16.8% | 7,359 | +11.1% | 0.56% | +3.9% |
| Q2 2018 | $730,000 | +11.3% | 6,625 | +10.4% | 0.54% | +4.1% |
| Q1 2018 | $656,000 | -78.9% | 6,001 | -78.0% | 0.51% | -79.0% |
| Q4 2017 | $3,112,000 | – | 27,244 | – | 2.45% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 405,131 | $62,325,359 | 23.11% |
| Quantitative Strategies, Inc. | 187,158 | $28,792,372 | 19.37% |
| Foundation Wealth Management, LLC | 121,130 | $18,634,505 | 18.62% |
| LPWM LLC | 254,891 | $38,975,312 | 17.52% |
| Halpern Financial, Inc. | 281,683 | $43,334,118 | 14.96% |
| Praetorian Wealth Management, Inc. | 283,325 | $43,586,718 | 13.85% |
| Powell Investment Advisors, LLC | 138,335 | $21,397,622 | 12.86% |
| FINANCIAL LIFE ADVISORS | 177,823 | $27,356,344 | 11.77% |
| LVZ, Inc. | 458,002 | $70,459,044 | 11.36% |
| INSTRUMENTAL WEALTH, LLC | 58,076 | $9,034,945 | 10.55% |