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 | $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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 422,168 | $66,124,000 | 21.89% |
| LPWM LLC | 236,761 | $37,084,000 | 19.67% |
| Halpern Financial, Inc. | 212,453 | $33,276,519 | 14.24% |
| LVZ, Inc. | 604,819 | $94,733,000 | 12.66% |
| Praetorian Wealth Management, Inc. | 231,868 | $36,317,000 | 11.79% |
| Powell Investment Advisors, LLC | 127,195 | $19,923,000 | 11.32% |
| MMA ASSET MANAGEMENT LLC | 93,551 | $14,653,000 | 10.36% |
| FINANCIAL LIFE ADVISORS | 166,005 | $26,001,000 | 10.24% |
| AMARILLO NATIONAL BANK | 325,575 | $50,995,000 | 9.98% |
| Strategic Wealth Partners Group, LLC | 343,916 | $53,868,000 | 9.34% |