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 | $191,685 | -13.1% | 1,246 | -8.9% | 0.08% | -8.4% |
| Q2 2023 | $220,508 | +42.7% | 1,368 | +34.4% | 0.08% | +33.9% |
| Q1 2023 | $154,492 | +4.0% | 1,018 | -0.6% | 0.06% | -4.6% |
| Q4 2022 | $148,552 | +14.3% | 1,024 | +1.0% | 0.06% | +6.6% |
| Q3 2022 | $130,000 | -6.5% | 1,014 | 0.0% | 0.06% | -3.2% |
| Q2 2022 | $139,000 | -12.0% | 1,014 | 0.0% | 0.06% | +1.6% |
| Q1 2022 | $158,000 | +4.6% | 1,014 | +5.2% | 0.06% | +6.9% |
| Q4 2021 | $151,000 | +7.9% | 964 | 0.0% | 0.06% | 0.0% |
| Q3 2021 | $140,000 | +12.9% | 964 | +14.5% | 0.06% | +11.5% |
| Q2 2021 | $124,000 | +5.1% | 842 | +0.7% | 0.05% | -3.7% |
| Q1 2021 | $118,000 | +11.3% | 836 | +1.2% | 0.05% | -1.8% |
| Q4 2020 | $106,000 | +23.3% | 826 | +7.8% | 0.06% | +1.9% |
| Q3 2020 | $86,000 | +3.6% | 766 | 0.0% | 0.05% | -8.5% |
| Q2 2020 | $83,000 | +12.2% | 766 | 0.0% | 0.06% | -15.7% |
| Q1 2020 | $74,000 | -26.0% | 766 | 0.0% | 0.07% | -5.4% |
| Q4 2019 | $100,000 | – | 766 | – | 0.07% | – |
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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% |