ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 915 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $550,286 | -4.6% | 3,577 | 0.0% | 0.41% | +9.9% |
| Q2 2023 | $576,577 | +6.2% | 3,577 | 0.0% | 0.38% | -6.0% |
| Q1 2023 | $542,846 | +4.5% | 3,577 | -0.1% | 0.40% | +17.7% |
| Q4 2022 | $519,496 | +12.9% | 3,581 | 0.0% | 0.34% | -4.8% |
| Q3 2022 | $460,000 | -6.5% | 3,581 | 0.0% | 0.36% | +1.1% |
| Q2 2022 | $492,000 | -11.8% | 3,581 | 0.0% | 0.35% | -6.4% |
| Q1 2022 | $558,000 | -0.5% | 3,581 | 0.0% | 0.38% | -5.8% |
| Q4 2021 | $561,000 | +7.7% | 3,581 | 0.0% | 0.40% | +19.1% |
| Q3 2021 | $521,000 | -1.7% | 3,581 | -0.3% | 0.34% | -1.5% |
| Q2 2021 | $530,000 | +4.5% | 3,591 | 0.0% | 0.34% | +3.7% |
| Q1 2021 | $507,000 | +10.0% | 3,591 | -0.2% | 0.33% | +13.1% |
| Q4 2020 | $461,000 | +13.8% | 3,600 | 0.0% | 0.29% | -25.6% |
| Q3 2020 | $405,000 | +3.8% | 3,600 | 0.0% | 0.39% | +2.9% |
| Q2 2020 | $390,000 | +12.4% | 3,600 | 0.0% | 0.38% | -4.1% |
| Q1 2020 | $347,000 | – | 3,600 | – | 0.40% | – |
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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% |