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 | $4,354,744 | +91947.0% | 28,307 | -3.6% | 0.19% | -4.5% |
| Q2 2023 | $4,731 | +4.0% | 29,354 | -2.1% | 0.20% | +1.0% |
| Q1 2023 | $4,550 | +5.7% | 29,978 | +1.0% | 0.20% | +2.6% |
| Q4 2022 | $4,306 | -99.9% | 29,684 | -2.2% | 0.19% | -27.3% |
| Q3 2022 | $3,901,000 | -20.7% | 30,351 | -15.2% | 0.26% | +21.7% |
| Q2 2022 | $4,922,000 | +4.8% | 35,801 | +18.7% | 0.22% | +21.9% |
| Q1 2022 | $4,697,000 | +2.8% | 30,168 | +3.4% | 0.18% | +7.9% |
| Q4 2021 | $4,571,000 | +10.6% | 29,176 | +2.7% | 0.16% | +3.8% |
| Q3 2021 | $4,133,000 | -2.4% | 28,422 | -1.0% | 0.16% | +0.6% |
| Q2 2021 | $4,236,000 | +37.6% | 28,695 | +31.7% | 0.16% | +29.5% |
| Q1 2021 | $3,078,000 | +36.1% | 21,794 | +8.3% | 0.12% | +16.2% |
| Q3 2020 | $2,262,000 | +18.1% | 20,118 | +13.6% | 0.10% | +11.7% |
| Q2 2020 | $1,916,000 | +15.5% | 17,703 | +2.7% | 0.09% | -2.1% |
| Q1 2020 | $1,659,000 | -18.2% | 17,239 | +10.6% | 0.10% | +3.2% |
| Q4 2019 | $2,028,000 | +7.0% | 15,588 | -2.0% | 0.09% | -1.1% |
| Q3 2019 | $1,895,000 | +9.6% | 15,905 | +7.2% | 0.09% | +11.9% |
| Q2 2019 | $1,729,000 | +1.2% | 14,836 | -2.1% | 0.08% | -1.2% |
| Q1 2019 | $1,708,000 | +20.2% | 15,158 | +7.9% | 0.08% | 0.0% |
| Q4 2018 | $1,421,000 | -1.5% | 14,052 | +12.8% | 0.08% | +19.7% |
| Q3 2018 | $1,443,000 | +21.1% | 12,456 | +15.1% | 0.07% | +14.5% |
| Q2 2018 | $1,192,000 | +9.7% | 10,823 | +8.9% | 0.06% | +10.7% |
| Q1 2018 | $1,087,000 | +176.6% | 9,943 | +189.0% | 0.06% | +107.4% |
| Q4 2017 | $393,000 | +15.2% | 3,440 | +8.6% | 0.03% | +50.0% |
| Q3 2017 | $341,000 | +11.8% | 3,169 | +8.8% | 0.02% | +5.9% |
| Q2 2017 | $305,000 | +0.3% | 2,914 | -0.2% | 0.02% | 0.0% |
| Q1 2017 | $304,000 | +1.3% | 2,921 | -1.2% | 0.02% | 0.0% |
| Q4 2016 | $300,000 | +26.6% | 2,955 | +18.6% | 0.02% | +21.4% |
| Q3 2016 | $237,000 | +10.7% | 2,491 | +8.1% | 0.01% | +7.7% |
| Q2 2016 | $214,000 | – | 2,304 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 519,429 | $49,995,000 | 27.23% |
| LPWM LLC | 193,875 | $18,660,000 | 20.33% |
| AMARILLO NATIONAL BANK | 394,027 | $37,925,000 | 15.64% |
| Florin Court Capital LLP | 7,773 | $748,000 | 13.96% |
| Halpern Financial, Inc. | 135,000 | $12,993,753 | 12.23% |
| Salomon & Ludwin, LLC | 445,955 | $42,923,000 | 11.04% |
| Strategic Wealth Partners Group, LLC | 370,968 | $35,706,000 | 10.39% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 143,724 | $13,833,000 | 9.76% |
| Powell Investment Advisors, LLC | 77,949 | $7,503,000 | 9.09% |
| Blue Zone Wealth Advisors, LLC | 100,614 | $9,684,000 | 9.08% |