ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 915 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $222,453 | -4.6% | 1,446 | 0.0% | 0.16% | -0.6% |
| Q2 2023 | $233,081 | +110891.0% | 1,446 | 0.0% | 0.16% | -12.7% |
| Q4 2022 | $210 | -99.9% | 1,446 | -1.6% | 0.18% | +1.7% |
| Q2 2022 | $202,000 | -14.8% | 1,469 | -3.6% | 0.18% | 0.0% |
| Q1 2022 | $237,000 | -2.1% | 1,524 | -1.2% | 0.18% | +0.6% |
| Q4 2021 | $242,000 | 0.0% | 1,542 | -7.2% | 0.18% | -8.3% |
| Q3 2021 | $242,000 | -1.2% | 1,661 | 0.0% | 0.19% | +4.3% |
| Q2 2021 | $245,000 | +4.3% | 1,661 | 0.0% | 0.18% | -3.6% |
| Q1 2021 | $235,000 | +10.3% | 1,661 | 0.0% | 0.19% | +3.2% |
| Q4 2020 | $213,000 | – | 1,661 | – | 0.19% | – |
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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% |