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 | $1,584,244 | -5.2% | 10,298 | -0.7% | 0.97% | -2.7% |
| Q2 2023 | $1,672,024 | -0.8% | 10,373 | -6.6% | 1.00% | -4.8% |
| Q1 2023 | $1,685,598 | -3.0% | 11,107 | -7.3% | 1.05% | -7.7% |
| Q4 2022 | $1,737,503 | +8.9% | 11,977 | -3.6% | 1.14% | -1.6% |
| Q3 2022 | $1,596,000 | -6.9% | 12,422 | -0.4% | 1.16% | -2.0% |
| Q2 2022 | $1,715,000 | -13.1% | 12,473 | -1.6% | 1.18% | -3.5% |
| Q1 2022 | $1,973,000 | -0.9% | 12,673 | -0.3% | 1.22% | -0.9% |
| Q4 2021 | $1,990,000 | +52.6% | 12,708 | +41.7% | 1.23% | +28.2% |
| Q3 2021 | $1,304,000 | -1.5% | 8,968 | 0.0% | 0.96% | +56.2% |
| Q2 2021 | $1,324,000 | +6.3% | 8,968 | +1.6% | 0.62% | -10.1% |
| Q1 2021 | $1,246,000 | – | 8,825 | – | 0.68% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 416,733 | $63,243,401 | 23.53% |
| LPWM LLC | 249,212 | $37,820,405 | 18.18% |
| Foundation Wealth Management, LLC | 106,963 | $16,232,678 | 16.71% |
| Halpern Financial, Inc. | 272,735 | $41,390,269 | 14.88% |
| MMA ASSET MANAGEMENT LLC | 124,393 | $18,877,872 | 13.50% |
| Praetorian Wealth Management, Inc. | 253,861 | $38,525,945 | 12.52% |
| Powell Investment Advisors, LLC | 145,268 | $22,045,870 | 12.27% |
| FINANCIAL LIFE ADVISORS | 175,008 | $26,559,189 | 11.42% |
| Frank, Rimerman Advisors LLC | 269,955 | $40,968,371 | 11.32% |
| INSTRUMENTAL WEALTH, LLC | 54,666 | $8,253,518 | 10.90% |