ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 899 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,523,493 | +103.7% | 17,395 | +92.9% | 0.21% | +134.8% |
| Q2 2022 | $1,239,000 | -16.4% | 9,016 | -5.3% | 0.09% | +1.1% |
| Q1 2022 | $1,482,000 | +23.3% | 9,518 | +15.1% | 0.09% | -6.4% |
| Q3 2021 | $1,202,000 | +66.3% | 8,267 | +46.4% | 0.09% | -51.5% |
| Q4 2020 | $723,000 | -74.8% | 5,645 | -86.9% | 0.19% | -15.7% |
| Q4 2012 | $2,871,000 | +0.9% | 43,250 | 0.0% | 0.23% | +4.1% |
| Q3 2012 | $2,845,000 | +5.6% | 43,250 | 0.0% | 0.22% | +1.4% |
| Q2 2012 | $2,694,000 | -14.9% | 43,250 | -11.3% | 0.22% | -11.7% |
| Q1 2012 | $3,165,000 | -29.6% | 48,750 | -37.3% | 0.25% | -37.3% |
| Q4 2011 | $4,496,000 | +60.7% | 77,750 | +43.3% | 0.39% | +194.0% |
| Q3 2011 | $2,798,000 | +32.7% | 54,250 | +59.6% | 0.13% | +36.7% |
| Q2 2011 | $2,108,000 | -24.3% | 34,000 | -22.7% | 0.10% | -56.4% |
| Q1 2011 | $2,786,000 | – | 44,000 | – | 0.22% | – |
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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% |