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 2021 | $8,766,000 | -0.0% | 60,280 | +1.5% | 0.57% | -0.3% |
| Q2 2021 | $8,767,000 | +13.9% | 59,384 | +9.0% | 0.57% | +5.7% |
| Q1 2021 | $7,697,000 | +31.3% | 54,497 | +19.0% | 0.54% | +21.0% |
| Q4 2020 | $5,863,000 | +16.9% | 45,797 | +2.7% | 0.45% | +3.0% |
| Q3 2020 | $5,017,000 | +5.6% | 44,613 | +1.6% | 0.44% | +12.1% |
| Q2 2020 | $4,750,000 | +1.2% | 43,894 | -10.0% | 0.39% | -12.2% |
| Q1 2020 | $4,695,000 | -19.9% | 48,776 | +8.2% | 0.44% | +4.2% |
| Q4 2019 | $5,863,000 | +16.2% | 45,071 | +6.4% | 0.42% | +5.5% |
| Q3 2019 | $5,045,000 | +10.1% | 42,343 | +7.7% | 0.40% | +6.1% |
| Q2 2019 | $4,581,000 | -21.8% | 39,303 | -24.4% | 0.38% | -24.0% |
| Q1 2019 | $5,859,000 | +15.6% | 51,967 | +3.7% | 0.50% | +3.5% |
| Q4 2018 | $5,068,000 | -9.5% | 50,112 | +3.6% | 0.48% | +1.7% |
| Q3 2018 | $5,603,000 | +11.3% | 48,371 | +5.8% | 0.47% | +3.9% |
| Q2 2018 | $5,036,000 | +33.7% | 45,730 | +32.7% | 0.46% | +30.3% |
| Q1 2018 | $3,767,000 | -1.4% | 34,449 | +3.0% | 0.35% | +2.6% |
| Q4 2017 | $3,820,000 | +4.6% | 33,437 | -1.2% | 0.34% | -2.0% |
| Q3 2017 | $3,651,000 | +3.7% | 33,831 | +0.8% | 0.35% | +1.2% |
| Q2 2017 | $3,522,000 | +9.4% | 33,560 | +8.4% | 0.34% | +3.0% |
| Q1 2017 | $3,220,000 | +28.9% | 30,947 | +25.5% | 0.33% | +24.2% |
| Q4 2016 | $2,499,000 | +19.1% | 24,654 | +11.5% | 0.27% | +18.0% |
| Q3 2016 | $2,099,000 | +16.2% | 22,110 | +13.7% | 0.23% | +11.8% |
| Q2 2016 | $1,806,000 | +29.6% | 19,440 | +25.5% | 0.20% | +26.7% |
| Q1 2016 | $1,393,000 | +23.9% | 15,486 | +21.9% | 0.16% | +21.1% |
| Q4 2015 | $1,124,000 | +17.2% | 12,702 | +11.3% | 0.13% | +8.1% |
| Q3 2015 | $959,000 | -0.8% | 11,409 | +8.8% | 0.12% | +9.8% |
| Q2 2015 | $967,000 | +175.5% | 10,484 | +176.6% | 0.11% | +180.0% |
| Q1 2015 | $351,000 | – | 3,790 | – | 0.04% | – |
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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% |