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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $449 | -4.7% | 2,918 | -0.0% | 0.07% | -1.4% |
| Q2 2023 | $471 | +5.8% | 2,919 | -0.4% | 0.07% | 0.0% |
| Q1 2023 | $445 | +2.1% | 2,931 | -2.5% | 0.07% | -5.4% |
| Q4 2022 | $436 | -99.9% | 3,007 | -3.5% | 0.07% | +8.8% |
| Q3 2022 | $400,000 | -7.4% | 3,115 | -0.9% | 0.07% | -1.4% |
| Q2 2022 | $432,000 | -8.9% | 3,142 | +3.2% | 0.07% | +7.8% |
| Q1 2022 | $474,000 | -2.9% | 3,045 | -2.2% | 0.06% | +3.2% |
| Q4 2021 | $488,000 | 0.0% | 3,114 | -7.2% | 0.06% | -6.1% |
| Q3 2021 | $488,000 | -1.8% | 3,356 | -0.3% | 0.07% | 0.0% |
| Q2 2021 | $497,000 | +4.0% | 3,366 | -0.6% | 0.07% | -1.5% |
| Q1 2021 | $478,000 | +5.1% | 3,387 | -4.6% | 0.07% | -4.3% |
| Q4 2020 | $455,000 | +35.0% | 3,550 | +18.6% | 0.07% | +14.8% |
| Q3 2020 | $337,000 | – | 2,994 | – | 0.06% | – |
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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% |