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 | $1,820,551 | -4.6% | 11,834 | 0.0% | 0.53% | -1.5% |
Q2 2023 | $1,907,531 | +2.8% | 11,834 | -3.2% | 0.54% | -2.0% |
Q1 2023 | $1,855,204 | +4.8% | 12,225 | +0.2% | 0.55% | -6.5% |
Q4 2022 | $1,770,002 | +13.2% | 12,201 | +0.2% | 0.59% | +1.9% |
Q3 2022 | $1,564,000 | -6.3% | 12,172 | +0.3% | 0.58% | -0.5% |
Q2 2022 | $1,669,000 | -11.7% | 12,138 | 0.0% | 0.58% | +4.3% |
Q1 2022 | $1,890,000 | -0.4% | 12,138 | +0.2% | 0.56% | +5.3% |
Q4 2021 | $1,898,000 | +8.0% | 12,116 | +0.2% | 0.53% | -0.2% |
Q3 2021 | $1,758,000 | -1.3% | 12,092 | +0.2% | 0.53% | -5.4% |
Q2 2021 | $1,781,000 | +54.6% | 12,064 | +0.8% | 0.56% | +0.7% |
Q1 2021 | $1,152,000 | -25.1% | 11,973 | -0.4% | 0.56% | +3.5% |
Q4 2020 | $1,539,000 | +13.7% | 12,023 | -0.1% | 0.54% | +1.3% |
Q3 2020 | $1,353,000 | +4.2% | 12,034 | +0.3% | 0.53% | -1.1% |
Q2 2020 | $1,298,000 | +12.7% | 12,000 | +0.2% | 0.54% | -3.6% |
Q1 2020 | $1,152,000 | – | 11,973 | – | 0.56% | – |
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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% |