ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 756 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.34 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,834,439 | -68.8% | 18,425 | -67.4% | 0.50% | -68.5% |
| Q2 2023 | $9,096,939 | +597.1% | 56,436 | +556.4% | 1.58% | +535.5% |
| Q1 2023 | $1,304,877 | -89.5% | 8,598 | -90.0% | 0.25% | -91.0% |
| Q4 2022 | $12,475,165 | +3810.7% | 85,994 | +3360.5% | 2.74% | +3815.7% |
| Q3 2022 | $319,000 | -97.3% | 2,485 | -97.1% | 0.07% | -97.2% |
| Q2 2022 | $11,957,000 | -44.7% | 86,984 | -54.7% | 2.50% | +155.5% |
| Q3 2020 | $21,604,000 | – | 192,114 | – | 0.98% | – |
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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% |