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 | $81,381 | -17.1% | 529 | -13.1% | 0.03% | -17.1% |
| Q2 2023 | $98,165 | +104330.9% | 609 | -1.6% | 0.04% | -4.7% |
| Q1 2023 | $94 | +4.4% | 619 | 0.0% | 0.04% | -2.3% |
| Q4 2022 | $90 | -99.9% | 619 | -54.1% | 0.04% | -68.3% |
| Q3 2022 | $173,000 | -47.6% | 1,348 | -43.9% | 0.14% | +1.5% |
| Q2 2022 | $330,000 | -8.1% | 2,401 | +4.2% | 0.14% | -1.4% |
| Q1 2022 | $359,000 | +54.7% | 2,305 | +55.6% | 0.14% | +37.6% |
| Q4 2021 | $232,000 | +5.5% | 1,481 | -2.0% | 0.10% | 0.0% |
| Q3 2021 | $220,000 | -1.3% | 1,511 | 0.0% | 0.10% | -5.6% |
| Q2 2021 | $223,000 | +4.7% | 1,511 | 0.0% | 0.11% | +10.3% |
| Q1 2021 | $213,000 | +10.4% | 1,511 | +0.1% | 0.10% | +9.0% |
| Q4 2020 | $193,000 | -1.5% | 1,510 | -13.2% | 0.09% | -19.1% |
| Q3 2020 | $196,000 | +2.6% | 1,739 | -1.5% | 0.11% | -6.8% |
| Q2 2020 | $191,000 | -17.0% | 1,765 | +0.1% | 0.12% | -21.3% |
| Q4 2019 | $230,000 | – | 1,764 | – | 0.15% | – |
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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% |