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 | $253,067 | -4.6% | 1,645 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $265,158 | +9.2% | 1,645 | +2.8% | 0.03% | +3.8% |
| Q1 2023 | $242,816 | +11.5% | 1,600 | +6.6% | 0.03% | +4.0% |
| Q4 2022 | $217,750 | +5.7% | 1,501 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $206,000 | -12.0% | 1,501 | 0.0% | 0.02% | -7.4% |
| Q1 2022 | $234,000 | -0.4% | 1,501 | 0.0% | 0.03% | -10.0% |
| Q4 2021 | $235,000 | +7.8% | 1,501 | 0.0% | 0.03% | -6.2% |
| Q3 2021 | $218,000 | -1.8% | 1,501 | 0.0% | 0.03% | -8.6% |
| Q2 2021 | $222,000 | +5.7% | 1,501 | +1.0% | 0.04% | -2.8% |
| Q1 2021 | $210,000 | – | 1,486 | – | 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% |