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 | $4,134,925 | -7.2% | 26,878 | -2.8% | 3.20% | -2.6% |
| Q2 2023 | $4,455,951 | +5.3% | 27,644 | -0.8% | 3.29% | -3.4% |
| Q1 2023 | $4,230,172 | -4.0% | 27,874 | -8.2% | 3.40% | -8.9% |
| Q4 2022 | $4,405,789 | +4.7% | 30,370 | -7.3% | 3.74% | -13.6% |
| Q3 2022 | $4,209,000 | -16.9% | 32,746 | -11.2% | 4.33% | -12.3% |
| Q2 2022 | $5,066,000 | -11.8% | 36,856 | -0.1% | 4.94% | +0.9% |
| Q1 2022 | $5,742,000 | -2.3% | 36,876 | -1.8% | 4.89% | +19.7% |
| Q4 2021 | $5,880,000 | +8.5% | 37,543 | +0.7% | 4.08% | +7.3% |
| Q3 2021 | $5,419,000 | +1.3% | 37,267 | +2.8% | 3.81% | +0.5% |
| Q2 2021 | $5,352,000 | +6.7% | 36,249 | +2.0% | 3.79% | -1.3% |
| Q1 2021 | $5,017,000 | +10.7% | 35,524 | +0.4% | 3.84% | -5.0% |
| Q4 2020 | $4,532,000 | +16.1% | 35,398 | +2.0% | 4.04% | +2.2% |
| Q3 2020 | $3,902,000 | +9.3% | 34,703 | +5.1% | 3.95% | +1.0% |
| Q2 2020 | $3,571,000 | +19.7% | 33,004 | +6.5% | 3.91% | +7.4% |
| Q1 2020 | $2,983,000 | -5.9% | 30,991 | +27.2% | 3.64% | +10.8% |
| Q4 2019 | $3,170,000 | – | 24,366 | – | 3.29% | – |
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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% |