ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 913 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.71 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $364,538 | -16.7% | 2,370 | -12.7% | 0.16% | -20.8% |
| Q2 2023 | $437,863 | -41.6% | 2,716 | -45.0% | 0.20% | -49.6% |
| Q1 2023 | $749,191 | -7.1% | 4,937 | -11.2% | 0.40% | -7.0% |
| Q4 2022 | $806,770 | -1.1% | 5,561 | -12.4% | 0.43% | +1.9% |
| Q3 2022 | $816,000 | -73.4% | 6,348 | -71.5% | 0.42% | -69.6% |
| Q2 2022 | $3,066,000 | -37.8% | 22,303 | -29.6% | 1.39% | -24.4% |
| Q1 2022 | $4,931,000 | -51.6% | 31,666 | -51.3% | 1.84% | -45.4% |
| Q4 2021 | $10,189,000 | -4.4% | 65,048 | -11.2% | 3.37% | -8.8% |
| Q3 2021 | $10,657,000 | +1.0% | 73,282 | +2.6% | 3.69% | -6.7% |
| Q2 2021 | $10,548,000 | -7.3% | 71,442 | -11.4% | 3.96% | -18.2% |
| Q1 2021 | $11,384,000 | -17.2% | 80,601 | -25.0% | 4.84% | -27.0% |
| Q4 2020 | $13,754,000 | +4.1% | 107,432 | -8.6% | 6.64% | -11.0% |
| Q3 2020 | $13,215,000 | -17.6% | 117,521 | -20.7% | 7.46% | -16.7% |
| Q2 2020 | $16,042,000 | +65.7% | 148,249 | +47.3% | 8.96% | -1.4% |
| Q1 2020 | $9,684,000 | -12.8% | 100,614 | +17.8% | 9.08% | +26.7% |
| Q4 2019 | $11,108,000 | – | 85,387 | – | 7.16% | – |
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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% |