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 | $5,290,173 | -5.2% | 34,388 | -0.7% | 0.68% | +4.9% |
| Q2 2023 | $5,580,354 | +6.2% | 34,620 | -0.0% | 0.65% | -2.8% |
| Q1 2023 | $5,254,773 | -2.8% | 34,626 | -7.0% | 0.67% | -6.0% |
| Q4 2022 | $5,403,428 | +27.8% | 37,247 | +13.2% | 0.71% | +11.8% |
| Q3 2022 | $4,228,000 | -8.6% | 32,898 | -2.3% | 0.64% | -5.4% |
| Q2 2022 | $4,628,000 | -26.2% | 33,670 | -16.3% | 0.67% | -22.8% |
| Q1 2022 | $6,267,000 | +4.0% | 40,246 | +4.6% | 0.87% | +2.5% |
| Q4 2021 | $6,026,000 | +9.9% | 38,470 | +2.0% | 0.85% | +0.1% |
| Q3 2021 | $5,485,000 | -1.7% | 37,719 | -0.2% | 0.85% | -4.1% |
| Q2 2021 | $5,582,000 | +65.4% | 37,809 | +58.2% | 0.88% | +43.9% |
| Q1 2021 | $3,375,000 | +261.0% | 23,893 | +227.0% | 0.62% | +255.5% |
| Q4 2020 | $935,000 | +26.0% | 7,306 | +10.7% | 0.17% | -0.6% |
| Q3 2020 | $742,000 | +23.3% | 6,598 | +18.6% | 0.17% | +11.5% |
| Q2 2020 | $602,000 | +84.7% | 5,561 | +64.1% | 0.16% | +54.5% |
| Q1 2020 | $326,000 | +15.6% | 3,389 | +56.2% | 0.10% | +87.0% |
| Q4 2019 | $282,000 | – | 2,170 | – | 0.05% | – |
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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% |