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 | $651,181 | -7.7% | 4,233 | -3.3% | 0.19% | -4.5% |
| Q2 2023 | $705,637 | +6.2% | 4,378 | +0.0% | 0.20% | -0.5% |
| Q1 2023 | $664,277 | -29.2% | 4,377 | -32.3% | 0.20% | -32.1% |
| Q4 2022 | $938,669 | +13.0% | 6,470 | 0.0% | 0.30% | -1.3% |
| Q3 2022 | $831,000 | -6.5% | 6,470 | +0.0% | 0.30% | -2.6% |
| Q2 2022 | $889,000 | -11.7% | 6,469 | +0.0% | 0.31% | -3.1% |
| Q1 2022 | $1,007,000 | +2.1% | 6,468 | +2.8% | 0.32% | +5.0% |
| Q4 2021 | $986,000 | +7.8% | 6,294 | 0.0% | 0.30% | -4.1% |
| Q3 2021 | $915,000 | -32.4% | 6,294 | -31.4% | 0.32% | -10.7% |
| Q2 2021 | $1,354,000 | +59.5% | 9,169 | +52.5% | 0.35% | +6.6% |
| Q1 2021 | $849,000 | +3.5% | 6,011 | -6.2% | 0.33% | -8.8% |
| Q4 2020 | $820,000 | +3.4% | 6,406 | -9.2% | 0.36% | -13.9% |
| Q3 2020 | $793,000 | +1.4% | 7,055 | -2.4% | 0.42% | -9.0% |
| Q2 2020 | $782,000 | +0.3% | 7,231 | -10.8% | 0.46% | -22.6% |
| Q1 2020 | $780,000 | -39.6% | 8,104 | -18.4% | 0.60% | -28.9% |
| Q4 2019 | $1,292,000 | +0.2% | 9,928 | -8.2% | 0.84% | -7.4% |
| Q3 2019 | $1,289,000 | -6.0% | 10,820 | -8.1% | 0.91% | -9.2% |
| Q2 2019 | $1,372,000 | +9.1% | 11,770 | +5.5% | 1.00% | +10.7% |
| Q1 2019 | $1,258,000 | +1.7% | 11,159 | -8.7% | 0.91% | -16.0% |
| Q4 2018 | $1,237,000 | -5.6% | 12,226 | +8.1% | 1.08% | +3.1% |
| Q3 2018 | $1,310,000 | +7.1% | 11,312 | +1.9% | 1.05% | -3.5% |
| Q2 2018 | $1,223,000 | +2.9% | 11,102 | +2.1% | 1.09% | -1.2% |
| Q1 2018 | $1,189,000 | -5.9% | 10,872 | -1.7% | 1.10% | -5.7% |
| Q4 2017 | $1,263,000 | – | 11,055 | – | 1.17% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 422,168 | $66,124,000 | 21.89% |
| LPWM LLC | 236,761 | $37,084,000 | 19.67% |
| Halpern Financial, Inc. | 212,453 | $33,276,519 | 14.24% |
| LVZ, Inc. | 604,819 | $94,733,000 | 12.66% |
| Praetorian Wealth Management, Inc. | 231,868 | $36,317,000 | 11.79% |
| Powell Investment Advisors, LLC | 127,195 | $19,923,000 | 11.32% |
| MMA ASSET MANAGEMENT LLC | 93,551 | $14,653,000 | 10.36% |
| FINANCIAL LIFE ADVISORS | 166,005 | $26,001,000 | 10.24% |
| AMARILLO NATIONAL BANK | 325,575 | $50,995,000 | 9.98% |
| Strategic Wealth Partners Group, LLC | 343,916 | $53,868,000 | 9.34% |