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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,016,787 | -49.6% | 6,308 | -52.6% | 0.04% | -49.3% |
| Q1 2023 | $2,019,015 | +65.4% | 13,304 | +40.0% | 0.07% | +29.1% |
| Q3 2022 | $1,221,000 | -17.0% | 9,501 | -11.2% | 0.06% | +5.8% |
| Q2 2022 | $1,471,000 | -52.9% | 10,700 | -46.7% | 0.05% | -43.5% |
| Q1 2022 | $3,124,000 | -3.6% | 20,061 | -3.0% | 0.09% | +91.7% |
| Q4 2021 | $3,240,000 | -24.0% | 20,686 | -28.4% | 0.05% | -37.7% |
| Q2 2021 | $4,264,000 | +38.8% | 28,880 | +20.4% | 0.08% | -4.9% |
| Q4 2020 | $3,071,000 | -13.3% | 23,990 | -23.8% | 0.08% | -10.0% |
| Q3 2020 | $3,542,000 | -76.2% | 31,495 | -77.1% | 0.09% | -65.3% |
| Q2 2020 | $14,896,000 | +396.0% | 137,658 | +446.2% | 0.26% | +317.7% |
| Q3 2019 | $3,003,000 | -72.9% | 25,205 | -73.4% | 0.06% | -67.0% |
| Q2 2019 | $11,066,000 | +10.3% | 94,932 | +6.7% | 0.19% | -23.0% |
| Q1 2019 | $10,031,000 | +191.8% | 88,972 | +161.8% | 0.24% | +132.4% |
| Q4 2018 | $3,438,000 | – | 33,990 | – | 0.10% | – |
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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% |