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 | $7,243,159 | -4.7% | 47,082 | -0.1% | 0.15% | -3.9% |
Q2 2023 | $7,597,463 | +6.5% | 47,134 | +0.3% | 0.15% | -7.3% |
Q1 2023 | $7,133,582 | +15.9% | 47,006 | +10.8% | 0.16% | -4.1% |
Q4 2022 | $6,153,009 | +13.4% | 42,414 | +0.5% | 0.17% | +15.4% |
Q3 2022 | $5,424,000 | -5.9% | 42,204 | +0.6% | 0.15% | -14.9% |
Q2 2022 | $5,767,000 | -9.2% | 41,954 | +2.8% | 0.18% | +15.9% |
Q1 2022 | $6,354,000 | +702.3% | 40,807 | +706.8% | 0.15% | +738.9% |
Q4 2021 | $792,000 | +6.6% | 5,058 | -1.0% | 0.02% | -10.0% |
Q3 2021 | $743,000 | -1.5% | 5,108 | +0.0% | 0.02% | -9.1% |
Q2 2021 | $754,000 | – | 5,107 | – | 0.02% | – |
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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% |