ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,016 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.41 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $761 | -99.9% | 5,252 | +9.8% | 0.01% | +14.3% |
| Q3 2022 | $615,000 | -6.2% | 4,782 | +0.1% | 0.01% | 0.0% |
| Q2 2022 | $656,000 | -11.8% | 4,775 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $744,000 | -46.4% | 4,775 | -50.0% | 0.01% | 0.0% |
| Q3 2021 | $1,388,000 | +96.9% | 9,550 | +100.0% | 0.01% | 0.0% |
| Q2 2021 | $705,000 | +4.6% | 4,775 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $674,000 | +8.9% | 4,775 | -1.3% | 0.01% | 0.0% |
| Q4 2020 | $619,000 | -5.9% | 4,838 | -17.3% | 0.01% | -22.2% |
| Q3 2020 | $658,000 | +3.9% | 5,850 | 0.0% | 0.01% | -18.2% |
| Q2 2020 | $633,000 | +12.4% | 5,850 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $563,000 | -26.0% | 5,850 | 0.0% | 0.01% | -8.3% |
| Q4 2019 | $761,000 | +9.2% | 5,850 | 0.0% | 0.01% | +9.1% |
| Q3 2019 | $697,000 | -4.4% | 5,850 | -6.4% | 0.01% | 0.0% |
| Q2 2019 | $729,000 | +35.5% | 6,250 | +30.9% | 0.01% | +37.5% |
| Q1 2019 | $538,000 | +11.4% | 4,775 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $483,000 | -12.7% | 4,775 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $553,000 | -9.6% | 4,775 | -14.1% | 0.01% | -11.1% |
| Q2 2018 | $612,000 | +11.7% | 5,560 | +11.0% | 0.01% | -30.8% |
| Q1 2018 | $548,000 | +0.4% | 5,010 | +4.9% | 0.01% | +8.3% |
| Q4 2017 | $546,000 | +6.0% | 4,775 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $515,000 | +2.8% | 4,775 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $501,000 | +0.8% | 4,775 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $497,000 | – | 4,775 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 416,733 | $63,243,401 | 23.53% |
| LPWM LLC | 249,212 | $37,820,405 | 18.18% |
| Foundation Wealth Management, LLC | 106,963 | $16,232,678 | 16.71% |
| Halpern Financial, Inc. | 272,735 | $41,390,269 | 14.88% |
| MMA ASSET MANAGEMENT LLC | 124,393 | $18,877,872 | 13.50% |
| Praetorian Wealth Management, Inc. | 253,861 | $38,525,945 | 12.52% |
| Powell Investment Advisors, LLC | 145,268 | $22,045,870 | 12.27% |
| FINANCIAL LIFE ADVISORS | 175,008 | $26,559,189 | 11.42% |
| Frank, Rimerman Advisors LLC | 269,955 | $40,968,371 | 11.32% |
| INSTRUMENTAL WEALTH, LLC | 54,666 | $8,253,518 | 10.90% |