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 | $424,561 | -4.6% | 2,760 | 0.0% | 0.42% | -2.1% |
| Q2 2023 | $444,845 | +6.2% | 2,760 | 0.0% | 0.43% | -4.0% |
| Q1 2023 | $418,821 | +2.8% | 2,760 | -1.8% | 0.45% | -4.9% |
| Q4 2022 | $407,611 | +12.6% | 2,810 | -0.4% | 0.47% | +2.2% |
| Q3 2022 | $362,000 | -8.4% | 2,820 | -1.9% | 0.46% | -6.8% |
| Q2 2022 | $395,000 | -11.2% | 2,875 | +0.7% | 0.50% | +27.8% |
| Q1 2022 | $445,000 | -0.7% | 2,855 | -0.3% | 0.39% | +3.2% |
| Q4 2021 | $448,000 | +7.7% | 2,863 | 0.0% | 0.38% | +4.1% |
| Q3 2021 | $416,000 | -1.7% | 2,863 | 0.0% | 0.36% | -1.9% |
| Q2 2021 | $423,000 | +4.2% | 2,863 | -0.5% | 0.37% | -2.4% |
| Q1 2021 | $406,000 | +1.8% | 2,876 | -7.8% | 0.38% | -1.6% |
| Q4 2020 | $399,000 | – | 3,119 | – | 0.38% | – |
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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% |