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 | $23,095,707 | -3.7% | 150,128 | +0.9% | 0.88% | -0.8% |
| Q2 2023 | $23,991,976 | +10.2% | 148,843 | +3.7% | 0.89% | +4.5% |
| Q1 2023 | $21,780,224 | +134879.1% | 143,518 | +29.0% | 0.85% | -6.6% |
| Q4 2022 | $16,136 | -99.9% | 111,232 | -1.4% | 0.91% | +3.1% |
| Q3 2022 | $14,505,000 | -30.0% | 112,863 | -25.1% | 0.88% | +3.2% |
| Q2 2022 | $20,715,000 | -38.0% | 150,701 | -29.7% | 0.85% | -4.5% |
| Q1 2022 | $33,397,000 | +2.2% | 214,276 | +2.8% | 0.89% | +23.3% |
| Q4 2021 | $32,686,000 | +9.7% | 208,514 | +1.8% | 0.72% | -8.1% |
| Q3 2021 | $29,788,000 | -1.4% | 204,840 | +0.9% | 0.79% | -3.4% |
| Q2 2021 | $30,198,000 | +13.2% | 202,963 | +7.6% | 0.82% | +15.1% |
| Q1 2021 | $26,685,000 | – | 188,704 | – | 0.71% | – |
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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% |