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 | $2,004,843 | -71.9% | 13,032 | -70.5% | 0.06% | -73.4% |
| Q2 2023 | $7,122,825 | +143014.8% | 44,189 | +34.8% | 0.24% | +50.0% |
| Q1 2023 | $4,977 | +9658.8% | 32,793 | +9242.7% | 0.16% | +7800.0% |
| Q4 2022 | $51 | -99.9% | 351 | +22.7% | 0.00% | +100.0% |
| Q3 2022 | $37,000 | +825.0% | 286 | +1143.5% | 0.00% | – |
| Q1 2022 | $4,000 | -99.8% | 23 | -99.8% | 0.00% | -100.0% |
| Q3 2021 | $1,909,000 | +153.9% | 13,125 | +157.6% | 0.05% | +145.0% |
| Q2 2021 | $752,000 | -49.9% | 5,095 | -56.5% | 0.02% | -56.5% |
| Q4 2020 | $1,501,000 | -43.6% | 11,726 | -50.4% | 0.05% | +58.6% |
| Q3 2020 | $2,661,000 | -63.3% | 23,664 | -64.7% | 0.03% | -90.2% |
| Q2 2020 | $7,245,000 | +2331.2% | 66,957 | +2059.9% | 0.30% | +1550.0% |
| Q1 2020 | $298,000 | -87.3% | 3,100 | -82.8% | 0.02% | -90.8% |
| Q4 2019 | $2,350,000 | -5.1% | 18,064 | -15.0% | 0.20% | +16.8% |
| Q2 2019 | $2,477,000 | +61.6% | 21,249 | +56.3% | 0.17% | +79.6% |
| Q1 2019 | $1,533,000 | -72.6% | 13,596 | -75.4% | 0.09% | -76.9% |
| Q4 2018 | $5,586,000 | +491.1% | 55,235 | +539.2% | 0.40% | +397.5% |
| Q1 2018 | $945,000 | +1038.6% | 8,641 | +1015.0% | 0.08% | +1057.1% |
| Q3 2017 | $83,000 | -97.1% | 775 | -97.2% | 0.01% | -97.9% |
| Q2 2017 | $2,886,000 | +582.3% | 27,504 | +575.6% | 0.33% | +681.0% |
| Q1 2017 | $423,000 | -32.2% | 4,071 | -38.0% | 0.04% | -32.3% |
| Q3 2016 | $624,000 | -55.3% | 6,567 | -57.7% | 0.06% | -70.2% |
| Q1 2016 | $1,395,000 | +481.2% | 15,510 | +473.0% | 0.21% | +433.3% |
| Q4 2015 | $240,000 | -90.2% | 2,707 | -90.7% | 0.04% | -83.5% |
| Q3 2015 | $2,440,000 | +163.8% | 29,034 | +190.6% | 0.24% | +107.9% |
| Q1 2015 | $925,000 | -38.8% | 9,990 | -40.3% | 0.11% | -41.2% |
| Q2 2014 | $1,511,000 | +102.0% | 16,736 | +69.4% | 0.19% | +218.0% |
| Q2 2013 | $748,000 | – | 9,877 | – | 0.06% | – |
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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% |