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 2021 | $498,000 | +2.9% | 3,370 | +2.7% | 0.09% | +1.1% |
| Q2 2021 | $484,000 | +8.5% | 3,280 | +3.8% | 0.09% | -3.3% |
| Q1 2021 | $446,000 | +48.7% | 3,160 | +18.6% | 0.09% | +54.2% |
| Q3 2020 | $300,000 | +4.2% | 2,664 | 0.0% | 0.06% | +3.5% |
| Q2 2020 | $288,000 | +12.5% | 2,664 | 0.0% | 0.06% | -10.9% |
| Q1 2020 | $256,000 | -37.4% | 2,664 | -16.9% | 0.06% | -8.6% |
| Q4 2019 | $409,000 | +11.7% | 3,204 | +4.2% | 0.07% | -11.4% |
| Q3 2019 | $366,000 | +375.3% | 3,076 | +353.0% | 0.08% | +216.0% |
| Q1 2019 | $77,000 | – | 679 | – | 0.02% | – |
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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% |