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 | $121,104 | +356088.2% | 787 | – | 0.05% | – |
| Q2 2023 | $34 | +6.2% | 0 | – | 0.00% | – |
| Q1 2023 | $32 | -99.9% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2022 | $31,351 | -2.0% | 216 | -6.9% | 0.01% | 0.0% |
| Q2 2022 | $32,000 | -15.8% | 232 | -5.3% | 0.01% | -7.1% |
| Q1 2022 | $38,000 | 0.0% | 245 | +0.4% | 0.01% | -6.7% |
| Q4 2021 | $38,000 | -55.8% | 244 | -58.9% | 0.02% | -60.5% |
| Q3 2021 | $86,000 | -2.3% | 594 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $88,000 | +137.8% | 594 | +125.9% | 0.04% | +111.1% |
| Q1 2021 | $37,000 | 0.0% | 263 | -7.7% | 0.02% | -5.3% |
| Q4 2020 | $37,000 | +184.6% | 285 | +150.0% | 0.02% | +137.5% |
| Q3 2020 | $13,000 | -27.8% | 114 | -32.1% | 0.01% | -33.3% |
| Q2 2020 | $18,000 | -72.3% | 168 | -75.0% | 0.01% | -76.9% |
| Q1 2020 | $65,000 | -53.9% | 672 | -38.0% | 0.05% | -42.2% |
| Q4 2019 | $141,000 | – | 1,083 | – | 0.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 519,429 | $49,995,000 | 27.23% |
| LPWM LLC | 193,875 | $18,660,000 | 20.33% |
| AMARILLO NATIONAL BANK | 394,027 | $37,925,000 | 15.64% |
| Florin Court Capital LLP | 7,773 | $748,000 | 13.96% |
| Halpern Financial, Inc. | 135,000 | $12,993,753 | 12.23% |
| Salomon & Ludwin, LLC | 445,955 | $42,923,000 | 11.04% |
| Strategic Wealth Partners Group, LLC | 370,968 | $35,706,000 | 10.39% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 143,724 | $13,833,000 | 9.76% |
| Powell Investment Advisors, LLC | 77,949 | $7,503,000 | 9.09% |
| Blue Zone Wealth Advisors, LLC | 100,614 | $9,684,000 | 9.08% |