ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 899 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,969 | -4.6% | 51,804 | 0.0% | 1.28% | -3.3% |
| Q2 2023 | $8,350 | -8.4% | 51,804 | -13.7% | 1.32% | -10.6% |
| Q1 2023 | $9,114 | +4.8% | 60,056 | +0.2% | 1.48% | -0.6% |
| Q4 2022 | $8,697 | -99.9% | 59,947 | -25.3% | 1.49% | -22.4% |
| Q3 2022 | $10,307,000 | -6.5% | 80,198 | 0.0% | 1.92% | -3.9% |
| Q2 2022 | $11,024,000 | -17.3% | 80,198 | -6.3% | 2.00% | -5.1% |
| Q1 2022 | $13,327,000 | -6.0% | 85,582 | -5.5% | 2.10% | -0.4% |
| Q4 2021 | $14,180,000 | +3.1% | 90,532 | +0.1% | 2.11% | -8.7% |
| Q3 2021 | $13,754,000 | +0.9% | 90,467 | -2.1% | 2.31% | -8.6% |
| Q2 2021 | $13,637,000 | +4.8% | 92,366 | +0.3% | 2.53% | +3.7% |
| Q1 2021 | $13,011,000 | – | 92,120 | – | 2.44% | – |
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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% |