ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 922 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,969,289 | +10.1% | 21,808 | +13.0% | 0.38% | -10.2% |
| Q1 2024 | $3,606,440 | +8.3% | 19,305 | +0.8% | 0.42% | -22.5% |
| Q4 2023 | $3,328,709 | +13.2% | 19,143 | +0.1% | 0.54% | -6.4% |
| Q3 2023 | $2,941,666 | -4.7% | 19,122 | -0.2% | 0.58% | -5.7% |
| Q2 2023 | $3,087,852 | +6.9% | 19,157 | +0.6% | 0.62% | -2.1% |
| Q1 2023 | $2,889,254 | +5.0% | 19,038 | +0.4% | 0.63% | -1.1% |
| Q4 2022 | $2,751,298 | +12.7% | 18,965 | -0.2% | 0.64% | +1.1% |
| Q3 2022 | $2,442,000 | -6.6% | 19,004 | -0.1% | 0.63% | -5.6% |
| Q2 2022 | $2,615,000 | -11.7% | 19,027 | +0.0% | 0.66% | -7.1% |
| Q1 2022 | $2,962,000 | +0.8% | 19,025 | +1.4% | 0.72% | +17.0% |
| Q4 2021 | $2,938,000 | +7.8% | 18,758 | +0.1% | 0.61% | -5.4% |
| Q3 2021 | $2,726,000 | -1.4% | 18,746 | +0.1% | 0.65% | -31.8% |
| Q2 2021 | $2,765,000 | +3.6% | 18,731 | -0.9% | 0.95% | -2.8% |
| Q1 2021 | $2,669,000 | +7.9% | 18,898 | -2.2% | 0.98% | -14.2% |
| Q4 2020 | $2,474,000 | – | 19,326 | – | 1.14% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 422,168 | $66,124,000 | 21.89% |
| LPWM LLC | 236,761 | $37,084,000 | 19.67% |
| Halpern Financial, Inc. | 212,453 | $33,276,519 | 14.24% |
| LVZ, Inc. | 604,819 | $94,733,000 | 12.66% |
| Praetorian Wealth Management, Inc. | 231,868 | $36,317,000 | 11.79% |
| Powell Investment Advisors, LLC | 127,195 | $19,923,000 | 11.32% |
| MMA ASSET MANAGEMENT LLC | 93,551 | $14,653,000 | 10.36% |
| FINANCIAL LIFE ADVISORS | 166,005 | $26,001,000 | 10.24% |
| AMARILLO NATIONAL BANK | 325,575 | $50,995,000 | 9.98% |
| Strategic Wealth Partners Group, LLC | 343,916 | $53,868,000 | 9.34% |