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 | $487,142 | -4.6% | 3,167 | 0.0% | 0.16% | +6.5% |
| Q2 2023 | $510,416 | +15.6% | 3,167 | +8.8% | 0.15% | +10.1% |
| Q1 2023 | $441,559 | +5.1% | 2,910 | +0.5% | 0.14% | -0.7% |
| Q4 2022 | $420,144 | +14.5% | 2,896 | +1.3% | 0.14% | +7.7% |
| Q3 2022 | $367,000 | -6.6% | 2,859 | 0.0% | 0.13% | 0.0% |
| Q2 2022 | $393,000 | -11.3% | 2,859 | +0.4% | 0.13% | +5.7% |
| Q1 2022 | $443,000 | -0.2% | 2,847 | +0.5% | 0.12% | +6.0% |
| Q4 2021 | $444,000 | +8.8% | 2,834 | +1.1% | 0.12% | -67.2% |
| Q3 2021 | $408,000 | +3.8% | 2,803 | +0.8% | 0.35% | +230.8% |
| Q1 2021 | $393,000 | +10.4% | 2,780 | 0.0% | 0.11% | +4.9% |
| Q4 2020 | $356,000 | +14.5% | 2,780 | +0.7% | 0.10% | -1.9% |
| Q3 2020 | $311,000 | +4.7% | 2,762 | +0.7% | 0.10% | -9.6% |
| Q2 2020 | $297,000 | +14.2% | 2,743 | +1.4% | 0.12% | -5.0% |
| Q1 2020 | $260,000 | -26.1% | 2,704 | 0.0% | 0.12% | -0.8% |
| Q4 2019 | $352,000 | +10.7% | 2,704 | +1.2% | 0.12% | +14.0% |
| Q3 2019 | $318,000 | +2.3% | 2,672 | 0.0% | 0.11% | -7.0% |
| Q2 2019 | $311,000 | +3.7% | 2,672 | +0.6% | 0.12% | +0.9% |
| Q1 2019 | $300,000 | – | 2,657 | – | 0.11% | – |
Download | ||||||
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% |