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 | $1,986,818 | -6.0% | 12,915 | -1.5% | 0.29% | -4.0% |
| Q2 2023 | $2,112,690 | +6.1% | 13,107 | -0.1% | 0.30% | -0.7% |
| Q1 2023 | $1,991,703 | -25.0% | 13,124 | -28.3% | 0.30% | -29.9% |
| Q4 2022 | $2,656,777 | -0.6% | 18,314 | -12.0% | 0.43% | -15.5% |
| Q3 2022 | $2,674,000 | -9.2% | 20,805 | -2.9% | 0.51% | -5.5% |
| Q2 2022 | $2,945,000 | -4.4% | 21,426 | +8.4% | 0.54% | +5.3% |
| Q1 2022 | $3,079,000 | +37.8% | 19,774 | +38.7% | 0.51% | +21.2% |
| Q4 2021 | $2,234,000 | +9.8% | 14,261 | +1.9% | 0.42% | -1.6% |
| Q3 2021 | $2,035,000 | +0.2% | 13,995 | +1.8% | 0.43% | -2.5% |
| Q2 2021 | $2,030,000 | +4.9% | 13,751 | +0.3% | 0.44% | -5.6% |
| Q1 2021 | $1,936,000 | +86.9% | 13,706 | +69.4% | 0.47% | +354.4% |
| Q4 2020 | $1,036,000 | +71.5% | 8,093 | +50.6% | 0.10% | +47.1% |
| Q3 2020 | $604,000 | +3.8% | 5,373 | -0.1% | 0.07% | +7.7% |
| Q2 2020 | $582,000 | +9.8% | 5,380 | -2.3% | 0.06% | -9.7% |
| Q1 2020 | $530,000 | +15.7% | 5,504 | +56.5% | 0.07% | +9.1% |
| Q4 2019 | $458,000 | +45.4% | 3,517 | +33.2% | 0.07% | +11.9% |
| Q3 2019 | $315,000 | +2.3% | 2,640 | 0.0% | 0.06% | 0.0% |
| Q2 2019 | $308,000 | +3.7% | 2,640 | +0.3% | 0.06% | -1.7% |
| Q1 2019 | $297,000 | – | 2,632 | – | 0.06% | – |
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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% |