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 | $459,351 | -4.6% | 2,986 | 0.0% | 0.21% | +4.4% |
| Q2 2023 | $481,297 | +0.4% | 2,986 | -5.4% | 0.20% | -7.7% |
| Q1 2023 | $479,226 | -4.5% | 3,158 | -8.8% | 0.22% | -8.3% |
| Q4 2022 | $502,035 | +23.0% | 3,461 | +9.0% | 0.24% | +8.6% |
| Q3 2022 | $408,000 | +7.4% | 3,176 | +14.8% | 0.22% | +9.9% |
| Q2 2022 | $380,000 | -14.8% | 2,767 | -3.4% | 0.20% | +9.2% |
| Q1 2022 | $446,000 | -0.7% | 2,864 | 0.0% | 0.18% | +2.8% |
| Q4 2021 | $449,000 | +7.2% | 2,864 | -0.6% | 0.18% | 0.0% |
| Q3 2021 | $419,000 | -1.4% | 2,882 | 0.0% | 0.18% | +81.8% |
| Q2 2021 | $425,000 | -47.3% | 2,882 | -49.5% | 0.10% | -42.4% |
| Q1 2021 | $806,000 | +16.8% | 5,702 | +5.7% | 0.17% | -0.6% |
| Q4 2020 | $690,000 | +13.9% | 5,392 | +0.1% | 0.17% | +4.8% |
| Q3 2020 | $606,000 | +1.3% | 5,388 | -2.5% | 0.16% | -1.2% |
| Q2 2020 | $598,000 | +57.0% | 5,528 | +39.8% | 0.17% | +51.8% |
| Q1 2020 | $381,000 | -40.3% | 3,955 | -19.4% | 0.11% | -33.3% |
| Q4 2019 | $638,000 | – | 4,907 | – | 0.16% | – |
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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% |