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 2022 | $1,436,000 | -45.1% | 10,726 | -43.4% | 0.29% | -43.6% |
| Q2 2022 | $2,616,000 | +102.8% | 18,959 | +129.4% | 0.51% | +116.9% |
| Q1 2022 | $1,290,000 | -52.9% | 8,265 | -54.3% | 0.24% | -53.1% |
| Q4 2021 | $2,738,000 | -4.1% | 18,075 | -6.4% | 0.50% | -21.4% |
| Q3 2021 | $2,854,000 | -4.7% | 19,317 | -4.7% | 0.64% | +10.0% |
| Q2 2021 | $2,994,000 | +2.1% | 20,276 | -2.4% | 0.58% | -11.6% |
| Q1 2021 | $2,933,000 | +10.0% | 20,767 | -0.3% | 0.66% | +10.0% |
| Q4 2020 | $2,667,000 | – | 20,830 | – | 0.60% | – |
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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% |