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 | $9,548,473 | -12.9% | 61,731 | -9.3% | 0.79% | +4.3% |
| Q2 2023 | $10,966,317 | +9.1% | 68,033 | +2.7% | 0.76% | +4.3% |
| Q1 2023 | $10,054,391 | +1.7% | 66,252 | -2.8% | 0.73% | +3.3% |
| Q4 2022 | $9,883,592 | +9.5% | 68,130 | -3.0% | 0.71% | -5.0% |
| Q3 2022 | $9,030,000 | -7.1% | 70,262 | -0.6% | 0.74% | +1.1% |
| Q2 2022 | $9,719,000 | -9.6% | 70,708 | +2.4% | 0.74% | +1.8% |
| Q1 2022 | $10,749,000 | -2.1% | 69,025 | -1.5% | 0.72% | +2.6% |
| Q4 2021 | $10,978,000 | +2.4% | 70,086 | -4.9% | 0.70% | -7.6% |
| Q3 2021 | $10,722,000 | -3.4% | 73,734 | -1.9% | 0.76% | -8.9% |
| Q2 2021 | $11,100,000 | +6.4% | 75,180 | +1.8% | 0.84% | +5.3% |
| Q1 2021 | $10,432,000 | +5.5% | 73,858 | -4.4% | 0.79% | +0.5% |
| Q4 2020 | $9,890,000 | +15.8% | 77,253 | +1.7% | 0.79% | +3.5% |
| Q3 2020 | $8,541,000 | -0.4% | 75,956 | -4.1% | 0.76% | -5.9% |
| Q2 2020 | $8,572,000 | +14.6% | 79,221 | +2.0% | 0.81% | -3.7% |
| Q1 2020 | $7,477,000 | -16.4% | 77,680 | +13.0% | 0.84% | -0.9% |
| Q4 2019 | $8,943,000 | -34.2% | 68,748 | -43.7% | 0.85% | +7.9% |
| Q3 2019 | $13,592,000 | +86.3% | 122,215 | +95.2% | 0.79% | +1.5% |
| Q2 2019 | $7,297,000 | +15.6% | 62,600 | +11.8% | 0.78% | +9.4% |
| Q1 2019 | $6,315,000 | – | 56,013 | – | 0.71% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 431,472 | $60,942,000 | 22.94% |
| LPWM LLC | 214,204 | $30,456,000 | 20.48% |
| Willis Johnson & Associates, Inc. | 656,709 | $92,754,000 | 14.20% |
| Halpern Financial, Inc. | 169,502 | $23,940,468 | 11.59% |
| MMA ASSET MANAGEMENT LLC | 93,324 | $13,181,000 | 11.41% |
| Powell Investment Advisors, LLC | 119,132 | $16,826,000 | 11.01% |
| Praetorian Wealth Management, Inc. | 220,167 | $31,096,000 | 10.96% |
| Strategic Wealth Partners Group, LLC | 353,275 | $49,897,000 | 10.02% |
| FINANCIAL LIFE ADVISORS | 150,605 | $21,271,000 | 9.90% |
| LVZ, Inc. | 448,949 | $63,410,000 | 9.81% |