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 | $2,247,518 | -5.0% | 14,609 | -0.5% | 0.24% | -2.1% |
| Q2 2023 | $2,366,668 | +21.7% | 14,682 | -87.5% | 0.24% | +123.1% |
| Q1 2023 | $1,944,007 | +86.1% | 117,389 | +1530.0% | 0.11% | +129.8% |
| Q4 2022 | $1,044,840 | +65.6% | 7,202 | +46.7% | 0.05% | +27.0% |
| Q3 2022 | $631,000 | -12.6% | 4,910 | -5.3% | 0.04% | -42.2% |
| Q2 2022 | $722,000 | -19.5% | 5,183 | -10.0% | 0.06% | +25.5% |
| Q1 2022 | $897,000 | +2793.5% | 5,758 | +2541.3% | 0.05% | +2450.0% |
| Q1 2021 | $31,000 | – | 218 | – | 0.00% | – |
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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% |