ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 749 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.24 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,622,000 | -0.1% | 11,155 | +19.8% | 0.08% | -3.8% |
| Q2 2021 | $1,624,000 | -99.7% | 9,309 | +168.6% | 0.08% | +85.7% |
| Q1 2021 | $489,478,000 | +46472.6% | 3,466 | -57.8% | 0.04% | -79.4% |
| Q4 2020 | $1,051,000 | +41.3% | 8,210 | +19.4% | 0.20% | -12.4% |
| Q3 2020 | $744,000 | 0.0% | 6,876 | 0.0% | 0.23% | +8.9% |
| Q2 2020 | $744,000 | +42.0% | 6,876 | +25.2% | 0.21% | +154.8% |
| Q1 2020 | $524,000 | +19.6% | 5,490 | +63.2% | 0.08% | -8.7% |
| Q4 2019 | $438,000 | +4.0% | 3,364 | -4.8% | 0.09% | +9.5% |
| Q3 2019 | $421,000 | -67.1% | 3,533 | -67.8% | 0.08% | -86.1% |
| Q2 2019 | $1,278,000 | +189.8% | 10,963 | +180.3% | 0.61% | +639.0% |
| Q1 2019 | $441,000 | – | 3,911 | – | 0.08% | – |
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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% |