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 | $363,524 | -68.9% | 2,363 | -67.4% | 0.00% | -66.7% |
| Q2 2023 | $1,170,078 | +309.7% | 7,259 | +285.7% | 0.01% | +500.0% |
| Q1 2023 | $285,612 | -96.4% | 1,882 | -96.9% | 0.00% | -97.9% |
| Q3 2022 | $7,865,000 | +16.6% | 61,199 | +24.7% | 0.05% | +42.4% |
| Q2 2022 | $6,748,000 | +38.0% | 49,090 | +56.4% | 0.03% | +153.8% |
| Q1 2022 | $4,889,000 | -1.0% | 31,393 | -0.4% | 0.01% | +62.5% |
| Q4 2021 | $4,939,000 | +78.8% | 31,531 | +66.0% | 0.01% | +60.0% |
| Q3 2021 | $2,763,000 | – | 19,000 | – | 0.01% | – |
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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% |