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 | $37,979 | -4.2% | 246 | 0.0% | 0.01% | -9.1% |
| Q2 2023 | $39,653 | +5.7% | 246 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $37,503 | -13.6% | 246 | -13.4% | 0.01% | -8.3% |
| Q4 2022 | $43,412 | +17.3% | 284 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $37,000 | -9.8% | 284 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $41,000 | -6.8% | 284 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $44,000 | -55.6% | 284 | -54.8% | 0.01% | -60.0% |
| Q4 2021 | $99,000 | +661.5% | 629 | +623.0% | 0.03% | +500.0% |
| Q3 2021 | $13,000 | 0.0% | 87 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $13,000 | +8.3% | 87 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $12,000 | +9.1% | 87 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $11,000 | +10.0% | 87 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $10,000 | +11.1% | 87 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $9,000 | +12.5% | 87 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $8,000 | -50.0% | 87 | -28.7% | 0.01% | -28.6% |
| Q4 2019 | $16,000 | +6.7% | 122 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $15,000 | +7.1% | 122 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $14,000 | 0.0% | 122 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $14,000 | +16.7% | 122 | 0.0% | 0.01% | +16.7% |
| Q4 2018 | $12,000 | – | 122 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 405,131 | $62,325,359 | 23.11% |
| Quantitative Strategies, Inc. | 187,158 | $28,792,372 | 19.37% |
| Foundation Wealth Management, LLC | 121,130 | $18,634,505 | 18.62% |
| LPWM LLC | 254,891 | $38,975,312 | 17.52% |
| Halpern Financial, Inc. | 281,683 | $43,334,118 | 14.96% |
| Praetorian Wealth Management, Inc. | 283,325 | $43,586,718 | 13.85% |
| Powell Investment Advisors, LLC | 138,335 | $21,397,622 | 12.86% |
| FINANCIAL LIFE ADVISORS | 177,823 | $27,356,344 | 11.77% |
| LVZ, Inc. | 458,002 | $70,459,044 | 11.36% |
| INSTRUMENTAL WEALTH, LLC | 58,076 | $9,034,945 | 10.55% |