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 | $361,371 | -4.6% | 2,349 | 0.0% | 0.05% | -3.6% |
| Q2 2023 | $378,636 | -4.6% | 2,349 | -10.2% | 0.06% | -9.7% |
| Q1 2023 | $397,005 | -24.2% | 2,616 | -27.5% | 0.06% | -52.3% |
| Q4 2022 | $523,413 | -48.7% | 3,608 | -54.5% | 0.13% | -50.0% |
| Q3 2022 | $1,020,000 | +15.8% | 7,937 | +30.8% | 0.26% | +28.7% |
| Q2 2022 | $881,000 | -9.0% | 6,067 | -2.4% | 0.20% | -17.6% |
| Q1 2022 | $968,000 | -4.2% | 6,219 | -3.6% | 0.24% | -12.2% |
| Q4 2021 | $1,010,000 | +1.8% | 6,451 | -5.4% | 0.28% | -13.1% |
| Q3 2021 | $992,000 | -27.3% | 6,819 | -26.3% | 0.32% | -26.0% |
| Q2 2021 | $1,365,000 | -0.1% | 9,248 | -4.4% | 0.43% | -9.2% |
| Q1 2021 | $1,367,000 | +8.6% | 9,676 | -1.6% | 0.48% | +1.5% |
| Q4 2020 | $1,259,000 | – | 9,832 | – | 0.47% | – |
Download | ||||||
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% |