ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 922 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,770,649 | -3.0% | 42,693 | -0.5% | 0.22% | -10.7% |
| Q1 2024 | $8,014,174 | +1.5% | 42,899 | -5.5% | 0.24% | -12.3% |
| Q4 2023 | $7,894,516 | +11.6% | 45,399 | -1.3% | 0.28% | -5.5% |
| Q3 2023 | $7,072,672 | -12.7% | 45,974 | -8.5% | 0.29% | -13.8% |
| Q2 2023 | $8,101,433 | +8.9% | 50,260 | +2.5% | 0.34% | -2.0% |
| Q1 2023 | $7,439,871 | +3.6% | 49,024 | -0.9% | 0.35% | -5.4% |
| Q4 2022 | $7,177,933 | -4.3% | 49,479 | -15.2% | 0.37% | -12.6% |
| Q3 2022 | $7,497,000 | +3.3% | 58,333 | +10.4% | 0.42% | +5.3% |
| Q2 2022 | $7,260,000 | +121.9% | 52,816 | +151.3% | 0.40% | +108.9% |
| Q1 2022 | $3,272,000 | +22.7% | 21,013 | +23.5% | 0.19% | +15.8% |
| Q4 2021 | $2,666,000 | +31.2% | 17,018 | +21.8% | 0.16% | +17.9% |
| Q3 2021 | $2,032,000 | +7.6% | 13,974 | +9.2% | 0.14% | 0.0% |
| Q2 2021 | $1,888,000 | +27.9% | 12,791 | +22.4% | 0.14% | -1.4% |
| Q1 2021 | $1,476,000 | +19.3% | 10,450 | +8.2% | 0.14% | +10.9% |
| Q4 2020 | $1,237,000 | +16.8% | 9,661 | +2.6% | 0.13% | -1.5% |
| Q3 2020 | $1,059,000 | -3.4% | 9,417 | -7.0% | 0.13% | -27.4% |
| Q2 2020 | $1,096,000 | +13.0% | 10,125 | +0.4% | 0.18% | -30.4% |
| Q1 2020 | $970,000 | -21.4% | 10,082 | +6.3% | 0.26% | -6.5% |
| Q4 2019 | $1,234,000 | +12.0% | 9,488 | +2.6% | 0.28% | +3.4% |
| Q3 2019 | $1,102,000 | +6.1% | 9,251 | +3.8% | 0.27% | +1.9% |
| Q2 2019 | $1,039,000 | +6.9% | 8,914 | +3.4% | 0.26% | -15.5% |
| Q1 2019 | $972,000 | – | 8,622 | – | 0.31% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 522,670 | $56,559,000 | 26.27% |
| LPWM LLC | 190,340 | $20,597,000 | 18.79% |
| AMARILLO NATIONAL BANK | 246,960 | $26,724,000 | 10.86% |
| Powell Investment Advisors, LLC | 101,730 | $11,008,000 | 10.64% |
| Halpern Financial, Inc. | 147,480 | $15,958,815 | 10.58% |
| Strategic Wealth Partners Group, LLC | 384,435 | $41,600,000 | 10.45% |
| Praetorian Wealth Management, Inc. | 181,551 | $19,646,000 | 9.61% |
| Blue Zone Wealth Advisors, LLC | 148,249 | $16,042,000 | 8.96% |
| FINANCIAL LIFE ADVISORS | 133,925 | $14,492,000 | 8.57% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 121,721 | $13,171,000 | 7.91% |