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 | $453,246 | -4.6% | 2,946 | 0.0% | 0.21% | -1.0% |
| Q2 2023 | $474,901 | +6.1% | 2,946 | -0.2% | 0.21% | +1.5% |
| Q1 2023 | $447,798 | -1.2% | 2,951 | -5.5% | 0.21% | -7.6% |
| Q4 2022 | $453,050 | +12.7% | 3,123 | -0.2% | 0.22% | +8.8% |
| Q3 2022 | $402,000 | -7.2% | 3,129 | -0.6% | 0.20% | 0.0% |
| Q2 2022 | $433,000 | -11.6% | 3,148 | 0.0% | 0.20% | +2.5% |
| Q1 2022 | $490,000 | -10.9% | 3,148 | -10.4% | 0.20% | -6.1% |
| Q4 2021 | $550,000 | +7.6% | 3,512 | +0.1% | 0.21% | -4.1% |
| Q3 2021 | $511,000 | -2.7% | 3,510 | -1.3% | 0.22% | -2.2% |
| Q2 2021 | $525,000 | +6.7% | 3,556 | +2.0% | 0.23% | -2.6% |
| Q1 2021 | $492,000 | +37.4% | 3,485 | +24.5% | 0.23% | +25.9% |
| Q4 2020 | $358,000 | +14.0% | 2,800 | +0.4% | 0.18% | -0.5% |
| Q3 2020 | $314,000 | +5.0% | 2,788 | +0.9% | 0.19% | -2.1% |
| Q2 2020 | $299,000 | +12.4% | 2,762 | +0.0% | 0.19% | -8.7% |
| Q1 2020 | $266,000 | -42.3% | 2,761 | -22.0% | 0.21% | -27.8% |
| Q4 2019 | $461,000 | +3.1% | 3,542 | -5.6% | 0.29% | -9.7% |
| Q3 2019 | $447,000 | +3.7% | 3,751 | +1.5% | 0.32% | +7.0% |
| Q2 2019 | $431,000 | +3.6% | 3,694 | +0.2% | 0.30% | +1.0% |
| Q1 2019 | $416,000 | +27.2% | 3,687 | +13.9% | 0.30% | +17.1% |
| Q4 2018 | $327,000 | -17.4% | 3,236 | -5.4% | 0.25% | +3.7% |
| Q3 2018 | $396,000 | +4.5% | 3,420 | +1.9% | 0.24% | +176.1% |
| Q2 2018 | $379,000 | +13.8% | 3,356 | +10.1% | 0.09% | +44.3% |
| Q1 2018 | $333,000 | +52.8% | 3,048 | +67.7% | 0.06% | +56.4% |
| Q4 2017 | $218,000 | – | 1,817 | – | 0.04% | – |
Download | ||||||
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% |