ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 899 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $839,082 | -6.5% | 5,529 | -10.6% | 0.15% | -12.9% |
| Q4 2022 | $897,693 | -7.4% | 6,188 | 0.0% | 0.17% | +6.2% |
| Q4 2021 | $969,000 | +13.9% | 6,188 | +5.8% | 0.16% | +6.0% |
| Q3 2021 | $851,000 | -1.5% | 5,849 | 0.0% | 0.15% | -1.9% |
| Q2 2021 | $864,000 | +4.6% | 5,849 | 0.0% | 0.15% | -2.5% |
| Q1 2021 | $826,000 | +16.0% | 5,849 | +5.1% | 0.16% | +6.0% |
| Q4 2020 | $712,000 | +13.7% | 5,565 | 0.0% | 0.15% | -5.1% |
| Q3 2020 | $626,000 | – | 5,565 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 467,574 | $59,859,000 | 23.71% |
| LPWM LLC | 208,165 | $26,649,000 | 19.89% |
| Willis Johnson & Associates, Inc. | 622,357 | $79,674,000 | 13.30% |
| MMA ASSET MANAGEMENT LLC | 91,276 | $11,685,000 | 11.36% |
| Powell Investment Advisors, LLC | 115,050 | $14,729,000 | 11.20% |
| Halpern Financial, Inc. | 160,532 | $20,551,311 | 10.69% |
| Praetorian Wealth Management, Inc. | 211,425 | $27,066,000 | 10.34% |
| FINANCIAL LIFE ADVISORS | 145,813 | $18,666,000 | 9.66% |
| Strategic Wealth Partners Group, LLC | 350,915 | $44,924,000 | 9.53% |
| AMARILLO NATIONAL BANK | 266,126 | $34,069,000 | 9.32% |