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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $187,000 | -11.8% | 1,362 | +0.1% | 0.04% | -5.0% |
| Q1 2022 | $212,000 | -70.6% | 1,361 | -70.5% | 0.04% | -61.2% |
| Q4 2021 | $722,000 | +10.2% | 4,608 | +2.3% | 0.10% | +19.8% |
| Q3 2021 | $655,000 | -1.5% | 4,506 | +0.1% | 0.09% | +2.4% |
| Q2 2021 | $665,000 | +2.2% | 4,503 | -2.3% | 0.08% | -2.3% |
| Q1 2021 | $651,000 | +13.2% | 4,608 | +2.5% | 0.09% | +8.9% |
| Q4 2020 | $575,000 | +13.0% | 4,495 | -0.6% | 0.08% | +2.6% |
| Q3 2020 | $509,000 | -6.1% | 4,523 | -9.8% | 0.08% | -12.5% |
| Q2 2020 | $542,000 | +5.7% | 5,013 | -5.9% | 0.09% | -8.3% |
| Q1 2020 | $513,000 | -24.4% | 5,329 | +2.1% | 0.10% | -5.0% |
| Q4 2019 | $679,000 | +1.5% | 5,217 | -7.1% | 0.10% | +2.0% |
| Q3 2019 | $669,000 | -50.6% | 5,614 | -51.7% | 0.10% | -45.6% |
| Q2 2019 | $1,354,000 | +6.2% | 11,614 | +2.7% | 0.18% | +6.4% |
| Q1 2019 | $1,275,000 | +12.7% | 11,305 | +1.1% | 0.17% | -1.2% |
| Q4 2018 | $1,131,000 | -12.5% | 11,184 | +0.2% | 0.17% | +1.2% |
| Q3 2018 | $1,293,000 | +5.0% | 11,164 | -0.2% | 0.17% | -8.6% |
| Q2 2018 | $1,232,000 | +0.4% | 11,185 | -0.3% | 0.19% | +0.5% |
| Q1 2018 | $1,227,000 | -2.3% | 11,223 | +2.1% | 0.19% | 0.0% |
| Q4 2017 | $1,256,000 | +3.1% | 10,995 | -2.6% | 0.19% | -12.3% |
| Q3 2017 | $1,218,000 | -21.1% | 11,283 | -23.3% | 0.21% | -16.5% |
| Q2 2017 | $1,544,000 | +20.7% | 14,716 | +19.7% | 0.25% | +8.5% |
| Q1 2017 | $1,279,000 | +3.8% | 12,292 | +1.2% | 0.23% | -10.3% |
| Q4 2016 | $1,232,000 | +57.1% | 12,149 | +47.2% | 0.26% | +56.3% |
| Q3 2016 | $784,000 | +3.7% | 8,255 | +1.5% | 0.17% | -0.6% |
| Q2 2016 | $756,000 | +75.0% | 8,135 | +69.5% | 0.17% | +73.2% |
| Q1 2016 | $432,000 | +27.1% | 4,800 | +24.8% | 0.10% | +27.6% |
| Q4 2015 | $340,000 | +6.6% | 3,845 | +1.2% | 0.08% | -11.6% |
| Q3 2015 | $319,000 | -8.9% | 3,799 | -0.0% | 0.09% | -2.3% |
| Q2 2015 | $350,000 | +2.6% | 3,800 | +3.1% | 0.09% | -2.2% |
| Q1 2015 | $341,000 | -0.9% | 3,686 | +0.6% | 0.09% | -3.2% |
| Q4 2014 | $344,000 | -35.7% | 3,665 | -38.3% | 0.09% | -38.4% |
| Q3 2014 | $535,000 | +0.2% | 5,944 | +0.6% | 0.15% | +49.5% |
| Q2 2014 | $534,000 | +4.5% | 5,911 | +0.5% | 0.10% | -33.1% |
| Q1 2014 | $511,000 | +2.2% | 5,882 | +0.5% | 0.15% | +18.0% |
| Q4 2013 | $500,000 | – | 5,851 | – | 0.13% | – |
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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% |