ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 899 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,937,189 | -3.5% | 25,593 | +1.1% | 0.20% | -2.0% |
| Q2 2023 | $4,079,518 | +16.5% | 25,309 | +9.7% | 0.20% | +5.8% |
| Q1 2023 | $3,502,671 | +6.2% | 23,080 | +1.5% | 0.19% | -5.0% |
| Q4 2022 | $3,298,114 | +16.0% | 22,735 | +9.9% | 0.20% | +4.7% |
| Q3 2022 | $2,844,000 | 0.0% | 20,688 | 0.0% | 0.19% | 0.0% |
| Q2 2022 | $2,844,000 | -13.7% | 20,688 | -1.7% | 0.19% | -2.0% |
| Q4 2021 | $3,296,000 | -94.1% | 21,046 | -94.5% | 0.20% | -88.9% |
| Q3 2021 | $55,446,000 | +1.1% | 381,282 | +2.7% | 1.77% | +1.3% |
| Q2 2021 | $54,827,000 | +32.9% | 371,354 | +27.1% | 1.75% | +17.8% |
| Q1 2021 | $41,267,000 | – | 292,174 | – | 1.48% | – |
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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% |