ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 915 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $6,327,989 | +787.5% | 43,617 | +858.6% | 3.14% | +1495.4% |
Q4 2021 | $713,000 | +192.2% | 4,550 | +171.5% | 0.20% | +177.5% |
Q3 2021 | $244,000 | -97.1% | 1,676 | -97.2% | 0.07% | -97.2% |
Q1 2021 | $8,441,000 | +87.7% | 59,828 | +73.2% | 2.57% | +74.1% |
Q4 2019 | $4,496,000 | -76.3% | 34,551 | -80.3% | 1.48% | -59.1% |
Q3 2017 | $18,934,000 | – | 175,434 | – | 3.62% | – |
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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% |