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 | $932,270 | -4.6% | 6,060 | 0.0% | 0.42% | -2.5% |
| Q2 2023 | $976,811 | +1.2% | 6,060 | -4.8% | 0.43% | +5.1% |
| Q1 2023 | $965,649 | +4.4% | 6,363 | -0.2% | 0.41% | +0.5% |
| Q4 2022 | $925,111 | -5.8% | 6,377 | -16.5% | 0.41% | -13.3% |
| Q3 2022 | $982,000 | -6.5% | 7,641 | 0.0% | 0.47% | -1.9% |
| Q2 2022 | $1,050,000 | -11.8% | 7,641 | 0.0% | 0.48% | -1.8% |
| Q1 2022 | $1,190,000 | -2.4% | 7,641 | -1.8% | 0.49% | +4.5% |
| Q4 2021 | $1,219,000 | +7.7% | 7,785 | 0.0% | 0.47% | +2.2% |
| Q3 2021 | $1,132,000 | -1.5% | 7,785 | 0.0% | 0.46% | -2.3% |
| Q2 2021 | $1,149,000 | +1.8% | 7,785 | -2.6% | 0.47% | -6.0% |
| Q1 2021 | $1,129,000 | +10.4% | 7,993 | 0.0% | 0.50% | +4.8% |
| Q4 2020 | $1,023,000 | – | 7,993 | – | 0.48% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 467,574 | $59,859,000 | 23.71% |
| LPWM LLC | 208,165 | $26,649,000 | 19.89% |
| Willis Johnson & Associates, Inc. | 622,357 | $79,674,000 | 13.30% |
| MMA ASSET MANAGEMENT LLC | 91,276 | $11,685,000 | 11.36% |
| Powell Investment Advisors, LLC | 115,050 | $14,729,000 | 11.20% |
| Halpern Financial, Inc. | 160,532 | $20,551,311 | 10.69% |
| Praetorian Wealth Management, Inc. | 211,425 | $27,066,000 | 10.34% |
| FINANCIAL LIFE ADVISORS | 145,813 | $18,666,000 | 9.66% |
| Strategic Wealth Partners Group, LLC | 350,915 | $44,924,000 | 9.53% |
| AMARILLO NATIONAL BANK | 266,126 | $34,069,000 | 9.32% |