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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $135,000 | +8.0% | 862 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $125,000 | -1.6% | 862 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $127,000 | -6.6% | 862 | -10.8% | 0.02% | -15.8% |
| Q1 2021 | $136,000 | +23.6% | 966 | +12.1% | 0.02% | +18.8% |
| Q4 2020 | $110,000 | +13.4% | 862 | 0.0% | 0.02% | +6.7% |
| Q3 2020 | $97,000 | -2.0% | 862 | -5.5% | 0.02% | -6.2% |
| Q2 2020 | $99,000 | +19.3% | 912 | +5.8% | 0.02% | +6.7% |
| Q1 2020 | $83,000 | -72.1% | 862 | -62.2% | 0.02% | -67.4% |
| Q4 2019 | $297,000 | +10.4% | 2,283 | +0.9% | 0.05% | +2.2% |
| Q3 2019 | $269,000 | +1.9% | 2,262 | 0.0% | 0.04% | -2.2% |
| Q2 2019 | $264,000 | +3.5% | 2,262 | 0.0% | 0.05% | -4.2% |
| Q1 2019 | $255,000 | -6.9% | 2,262 | -16.7% | 0.05% | -17.2% |
| Q4 2018 | $274,000 | -12.7% | 2,714 | 0.0% | 0.06% | -9.4% |
| Q3 2018 | $314,000 | +5.0% | 2,714 | 0.0% | 0.06% | -3.0% |
| Q2 2018 | $299,000 | +21.1% | 2,714 | +20.0% | 0.07% | +13.8% |
| Q1 2018 | $247,000 | -4.3% | 2,262 | 0.0% | 0.06% | -19.4% |
| Q4 2017 | $258,000 | +5.7% | 2,262 | 0.0% | 0.07% | -4.0% |
| Q3 2017 | $244,000 | +3.0% | 2,262 | 0.0% | 0.08% | -3.8% |
| Q2 2017 | $237,000 | +0.9% | 2,262 | 0.0% | 0.08% | +8.3% |
| Q1 2017 | $235,000 | +65.5% | 2,262 | +61.6% | 0.07% | +56.5% |
| Q4 2016 | $142,000 | +6.8% | 1,400 | 0.0% | 0.05% | +17.9% |
| Q3 2016 | $133,000 | +2.3% | 1,400 | 0.0% | 0.04% | +2.6% |
| Q2 2016 | $130,000 | +3.2% | 1,400 | 0.0% | 0.04% | 0.0% |
| Q1 2016 | $126,000 | +384.6% | 1,400 | +366.7% | 0.04% | +153.3% |
| Q1 2014 | $26,000 | – | 300 | – | 0.02% | – |
Download | ||||||
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% |