ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 913 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.71 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,682,169 | -5.8% | 23,935 | -1.3% | 0.06% | -3.0% |
| Q2 2023 | $3,908,110 | +102475.1% | 24,245 | -3.4% | 0.07% | -15.2% |
| Q1 2023 | $3,810 | +7.2% | 25,106 | +2.4% | 0.08% | -18.6% |
| Q4 2022 | $3,555 | -99.9% | 24,506 | -12.9% | 0.10% | -16.4% |
| Q3 2022 | $3,616,000 | -22.7% | 28,137 | -17.3% | 0.12% | -20.5% |
| Q2 2022 | $4,675,000 | +114.3% | 34,013 | +142.7% | 0.15% | +117.9% |
| Q1 2022 | $2,182,000 | +49.7% | 14,012 | +50.6% | 0.07% | +55.8% |
| Q4 2021 | $1,458,000 | -8.6% | 9,307 | -15.2% | 0.04% | -17.3% |
| Q3 2021 | $1,596,000 | +33.1% | 10,972 | +35.2% | 0.05% | +23.8% |
| Q2 2021 | $1,199,000 | -5.1% | 8,118 | -9.2% | 0.04% | -19.2% |
| Q1 2021 | $1,263,000 | +8.7% | 8,943 | -1.5% | 0.05% | -5.5% |
| Q4 2020 | $1,162,000 | +1.2% | 9,077 | -11.1% | 0.06% | -22.5% |
| Q3 2020 | $1,148,000 | -4.4% | 10,208 | -8.1% | 0.07% | -17.4% |
| Q2 2020 | $1,201,000 | +32.3% | 11,103 | +17.7% | 0.09% | +2.4% |
| Q1 2020 | $908,000 | -46.8% | 9,430 | -28.1% | 0.08% | -41.7% |
| Q4 2019 | $1,706,000 | +44.7% | 13,117 | +32.6% | 0.14% | +8.3% |
| Q3 2019 | $1,179,000 | +11.3% | 9,893 | +2.8% | 0.13% | -4.3% |
| Q2 2019 | $1,059,000 | -8.9% | 9,624 | -6.7% | 0.14% | -29.4% |
| Q1 2019 | $1,163,000 | +26.0% | 10,320 | +13.0% | 0.20% | -21.5% |
| Q4 2018 | $923,000 | -4.8% | 9,129 | +9.4% | 0.25% | -14.3% |
| Q3 2018 | $970,000 | -0.3% | 8,343 | -5.7% | 0.29% | -11.7% |
| Q2 2018 | $973,000 | -2.4% | 8,845 | -5.1% | 0.33% | -17.0% |
| Q1 2018 | $997,000 | -14.4% | 9,317 | -6.8% | 0.40% | -19.7% |
| Q4 2017 | $1,165,000 | – | 9,995 | – | 0.50% | – |
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% |