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 | $256,451 | -4.6% | 1,667 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $268,704 | +6.2% | 1,667 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $252,984 | +4.6% | 1,667 | 0.0% | 0.04% | -5.0% |
| Q4 2022 | $241,832 | +13.0% | 1,667 | 0.0% | 0.04% | -9.1% |
| Q3 2022 | $214,000 | -6.6% | 1,667 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $229,000 | -11.9% | 1,667 | 0.0% | 0.04% | -8.3% |
| Q1 2022 | $260,000 | -0.4% | 1,667 | 0.0% | 0.05% | -4.0% |
| Q4 2021 | $261,000 | +33.8% | 1,667 | +24.6% | 0.05% | +22.0% |
| Q3 2021 | $195,000 | +225.0% | 1,338 | +228.7% | 0.04% | +215.4% |
| Q2 2021 | $60,000 | +46.3% | 407 | +40.8% | 0.01% | +44.4% |
| Q1 2021 | $41,000 | +10.8% | 289 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $37,000 | -73.0% | 289 | -76.3% | 0.01% | -78.6% |
| Q3 2020 | $137,000 | +57.5% | 1,218 | +51.3% | 0.04% | +44.8% |
| Q2 2020 | $87,000 | +123.1% | 805 | +97.8% | 0.03% | +81.2% |
| Q1 2020 | $39,000 | -63.6% | 407 | -50.8% | 0.02% | -70.4% |
| Q4 2019 | $107,000 | – | 827 | – | 0.05% | – |
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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% |