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 | $1,387,945 | -4.6% | 9,022 | 0.0% | 0.05% | -2.0% |
| Q2 2023 | $1,454,257 | +6.2% | 9,022 | 0.0% | 0.05% | +4.3% |
| Q1 2023 | $1,369,179 | -0.6% | 9,022 | -5.0% | 0.05% | -6.0% |
| Q4 2022 | $1,377,731 | +11.2% | 9,497 | -1.5% | 0.05% | +6.4% |
| Q3 2022 | $1,239,000 | -11.7% | 9,637 | 0.0% | 0.05% | -9.6% |
| Q2 2022 | $1,403,000 | -6.5% | 9,637 | 0.0% | 0.05% | +8.3% |
| Q1 2022 | $1,501,000 | -0.5% | 9,637 | 0.0% | 0.05% | +6.7% |
| Q4 2021 | $1,509,000 | +9.0% | 9,637 | +1.2% | 0.04% | +2.3% |
| Q3 2021 | $1,385,000 | -1.6% | 9,527 | 0.0% | 0.04% | -2.2% |
| Q2 2021 | $1,407,000 | +4.0% | 9,527 | -0.6% | 0.04% | -2.2% |
| Q1 2021 | $1,353,000 | +10.3% | 9,582 | 0.0% | 0.05% | +4.5% |
| Q4 2020 | $1,227,000 | +13.9% | 9,582 | 0.0% | 0.04% | 0.0% |
| Q3 2020 | $1,077,000 | -1.5% | 9,582 | -5.1% | 0.04% | -8.3% |
| Q2 2020 | $1,093,000 | – | 10,102 | – | 0.05% | – |
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% |