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 | $414,137 | -60.2% | 2,692 | -58.3% | 0.00% | -66.7% |
| Q2 2023 | $1,041,000 | +6.2% | 6,458 | -0.0% | 0.00% | 0.0% |
| Q1 2023 | $980,000 | +4.6% | 6,461 | 0.0% | 0.00% | +50.0% |
| Q4 2022 | $937,000 | -73.0% | 6,461 | -76.0% | 0.00% | -81.8% |
| Q3 2022 | $3,465,000 | -66.2% | 26,961 | -63.8% | 0.01% | -54.2% |
| Q2 2022 | $10,249,000 | -19.8% | 74,561 | -9.2% | 0.02% | +9.1% |
| Q1 2022 | $12,782,000 | -26.6% | 82,081 | -26.2% | 0.02% | -8.3% |
| Q4 2021 | $17,423,000 | +263.0% | 111,218 | +237.0% | 0.02% | +200.0% |
| Q3 2021 | $4,800,000 | +46.0% | 33,006 | +48.3% | 0.01% | +33.3% |
| Q2 2021 | $3,287,000 | -25.1% | 22,262 | -28.4% | 0.01% | -33.3% |
| Q1 2021 | $4,391,000 | – | 31,088 | – | 0.01% | – |
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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% |