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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $616,000 | -26.1% | 4,481 | -16.3% | 1.05% | -1.7% |
| Q1 2022 | $833,000 | +3.7% | 5,352 | +4.4% | 1.07% | -22.1% |
| Q4 2021 | $803,000 | -9.4% | 5,125 | -15.9% | 1.38% | -10.4% |
| Q3 2021 | $886,000 | -7.7% | 6,091 | -6.4% | 1.54% | -9.4% |
| Q2 2021 | $960,000 | -26.9% | 6,505 | -30.0% | 1.70% | -13.2% |
| Q1 2021 | $1,313,000 | -61.6% | 9,299 | -65.2% | 1.95% | -37.2% |
| Q4 2020 | $3,419,000 | +14.5% | 26,709 | +0.6% | 3.11% | +9.7% |
| Q3 2020 | $2,985,000 | -9.1% | 26,547 | -12.5% | 2.84% | -10.0% |
| Q2 2020 | $3,284,000 | +22.8% | 30,352 | +9.2% | 3.15% | -17.3% |
| Q1 2020 | $2,675,000 | +7.3% | 27,792 | +45.0% | 3.81% | +55.3% |
| Q4 2019 | $2,493,000 | – | 19,167 | – | 2.45% | – |
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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% |