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 | $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 | 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% |