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 | $1,317,009 | +5.2% | 8,561 | +10.3% | 0.50% | +15.9% |
| Q2 2023 | $1,251,456 | -4.2% | 7,764 | -9.8% | 0.43% | -8.0% |
| Q1 2023 | $1,306,923 | +1.4% | 8,612 | -3.1% | 0.46% | -6.1% |
| Q4 2022 | $1,289,428 | +235.8% | 8,888 | +197.6% | 0.50% | +211.3% |
| Q3 2022 | $384,000 | -45.9% | 2,987 | -42.2% | 0.16% | -56.8% |
| Q2 2022 | $710,000 | -10.1% | 5,164 | +1.8% | 0.37% | +29.6% |
| Q1 2022 | $790,000 | +96.5% | 5,073 | +97.5% | 0.28% | +125.4% |
| Q4 2021 | $402,000 | -31.0% | 2,568 | -35.9% | 0.13% | -35.4% |
| Q3 2021 | $583,000 | +44.0% | 4,009 | +46.3% | 0.20% | +40.3% |
| Q2 2021 | $405,000 | – | 2,741 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 519,429 | $49,995,000 | 27.23% |
| LPWM LLC | 193,875 | $18,660,000 | 20.33% |
| AMARILLO NATIONAL BANK | 394,027 | $37,925,000 | 15.64% |
| Florin Court Capital LLP | 7,773 | $748,000 | 13.96% |
| Halpern Financial, Inc. | 135,000 | $12,993,753 | 12.23% |
| Salomon & Ludwin, LLC | 445,955 | $42,923,000 | 11.04% |
| Strategic Wealth Partners Group, LLC | 370,968 | $35,706,000 | 10.39% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 143,724 | $13,833,000 | 9.76% |
| Powell Investment Advisors, LLC | 77,949 | $7,503,000 | 9.09% |
| Blue Zone Wealth Advisors, LLC | 100,614 | $9,684,000 | 9.08% |