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 | $398,138 | -4.6% | 2,588 | 0.0% | 0.16% | +1.3% |
| Q2 2023 | $417,160 | +6.2% | 2,588 | 0.0% | 0.16% | +1.3% |
| Q1 2023 | $392,755 | +7.3% | 2,588 | 0.0% | 0.16% | -1.3% |
| Q4 2022 | $366,000 | +9.9% | 2,588 | 0.0% | 0.16% | -0.6% |
| Q3 2022 | $333,000 | -6.5% | 2,588 | 0.0% | 0.16% | -2.5% |
| Q2 2022 | $356,000 | -11.7% | 2,588 | 0.0% | 0.16% | +7.2% |
| Q1 2022 | $403,000 | -0.5% | 2,588 | 0.0% | 0.15% | +6.3% |
| Q4 2021 | $405,000 | +6.0% | 2,588 | 0.0% | 0.14% | -5.9% |
| Q2 2021 | $382,000 | +4.4% | 2,588 | 0.0% | 0.15% | -3.8% |
| Q1 2021 | $366,000 | +10.6% | 2,588 | 0.0% | 0.16% | -17.7% |
| Q4 2020 | $331,000 | +13.7% | 2,588 | 0.0% | 0.19% | -1.0% |
| Q3 2020 | $291,000 | +3.9% | 2,588 | 0.0% | 0.19% | -4.0% |
| Q2 2020 | $280,000 | -33.3% | 2,588 | -19.9% | 0.20% | -35.0% |
| Q1 2020 | $420,000 | 0.0% | 3,231 | 0.0% | 0.31% | +1.6% |
| Q4 2019 | $420,000 | – | 3,231 | – | 0.31% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 405,131 | $62,325,359 | 23.11% |
| Quantitative Strategies, Inc. | 187,158 | $28,792,372 | 19.37% |
| Foundation Wealth Management, LLC | 121,130 | $18,634,505 | 18.62% |
| LPWM LLC | 254,891 | $38,975,312 | 17.52% |
| Halpern Financial, Inc. | 281,683 | $43,334,118 | 14.96% |
| Praetorian Wealth Management, Inc. | 283,325 | $43,586,718 | 13.85% |
| Powell Investment Advisors, LLC | 138,335 | $21,397,622 | 12.86% |
| FINANCIAL LIFE ADVISORS | 177,823 | $27,356,344 | 11.77% |
| LVZ, Inc. | 458,002 | $70,459,044 | 11.36% |
| INSTRUMENTAL WEALTH, LLC | 58,076 | $9,034,945 | 10.55% |