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 | $7,726,482 | +0.3% | 50,224 | +5.0% | 7.56% | +5.8% |
| Q2 2023 | $7,706,679 | +16.0% | 47,811 | +9.2% | 7.14% | +15.9% |
| Q1 2023 | $6,642,023 | +2.5% | 43,767 | -2.0% | 6.16% | -3.4% |
| Q4 2022 | $6,478,602 | +20.1% | 44,658 | +6.4% | 6.38% | +7.4% |
| Q3 2022 | $5,396,000 | -5.3% | 41,984 | +1.3% | 5.94% | +1.9% |
| Q2 2022 | $5,695,000 | -9.5% | 41,428 | +2.5% | 5.83% | +8.8% |
| Q1 2022 | $6,292,000 | -0.5% | 40,403 | +0.1% | 5.36% | +0.0% |
| Q4 2021 | $6,323,000 | +5.4% | 40,368 | -2.1% | 5.36% | -1.4% |
| Q3 2021 | $5,998,000 | -0.2% | 41,242 | +1.4% | 5.44% | -0.3% |
| Q2 2021 | $6,008,000 | +8.7% | 40,692 | +4.0% | 5.46% | +2.9% |
| Q1 2021 | $5,528,000 | +13.4% | 39,138 | +2.7% | 5.30% | +8.8% |
| Q4 2020 | $4,876,000 | – | 38,091 | – | 4.87% | – |
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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% |