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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $690,537 | +6.7% | 4,284 | 0.0% | 0.64% | +6.7% |
| Q1 2023 | $647,141 | +4.1% | 4,284 | 0.0% | 0.60% | +6.6% |
| Q4 2022 | $621,480 | +13.0% | 4,284 | 0.0% | 0.56% | +12.4% |
| Q3 2022 | $550,000 | -6.5% | 4,284 | 0.0% | 0.50% | +2.5% |
| Q2 2022 | $588,000 | -11.8% | 4,284 | 0.0% | 0.49% | +2.5% |
| Q1 2022 | $667,000 | -1.3% | 4,284 | 0.0% | 0.48% | +1.9% |
| Q4 2021 | $676,000 | +7.0% | 4,284 | -0.2% | 0.47% | +4.2% |
| Q3 2021 | $632,000 | -0.3% | 4,293 | 0.0% | 0.45% | -4.3% |
| Q2 2021 | $634,000 | +2.6% | 4,293 | 0.0% | 0.47% | +1.7% |
| Q1 2021 | $618,000 | +16.4% | 4,293 | +3.3% | 0.46% | +3.4% |
| Q4 2020 | $531,000 | +13.7% | 4,154 | 0.0% | 0.44% | -8.1% |
| Q3 2020 | $467,000 | +4.0% | 4,154 | 0.0% | 0.48% | +0.8% |
| Q2 2020 | $449,000 | +12.2% | 4,154 | 0.0% | 0.48% | +3.0% |
| Q1 2020 | $400,000 | -25.9% | 4,154 | 0.0% | 0.47% | -9.5% |
| Q4 2019 | $540,000 | – | 4,154 | – | 0.52% | – |
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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% |