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 | $376,754 | -18.5% | 2,449 | -14.6% | 0.02% | -19.0% |
| Q2 2023 | $462,132 | -25.9% | 2,867 | -30.2% | 0.02% | -30.0% |
| Q1 2023 | $623,278 | +98833.0% | 4,107 | -5.4% | 0.03% | +7.1% |
| Q4 2022 | $630 | -99.9% | 4,340 | -12.4% | 0.03% | -6.7% |
| Q3 2022 | $637,000 | -57.5% | 4,955 | -54.6% | 0.03% | -54.5% |
| Q2 2022 | $1,500,000 | +219.8% | 10,910 | +261.9% | 0.07% | +312.5% |
| Q1 2022 | $469,000 | +897.9% | 3,015 | +905.0% | 0.02% | +700.0% |
| Q4 2021 | $47,000 | – | 300 | – | 0.00% | – |
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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% |