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 | $9,231 | +6.0% | 60 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $8,705 | 0.0% | 60 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $8,705 | +0.0% | 60 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $8,704 | +8.8% | 60 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $8,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $8,000 | -11.1% | 60 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $9,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $9,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $9,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $9,000 | +12.5% | 60 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $8,000 | 0.0% | 60 | 0.0% | 0.00% | -33.3% |
| Q4 2020 | $8,000 | -60.0% | 60 | -66.1% | 0.00% | -25.0% |
| Q3 2020 | $20,000 | +233.3% | 177 | +195.0% | 0.00% | +100.0% |
| Q2 2020 | $6,000 | 0.0% | 60 | 0.0% | 0.00% | -33.3% |
| Q1 2020 | $6,000 | -25.0% | 60 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $8,000 | +14.3% | 60 | 0.0% | 0.00% | +50.0% |
| Q3 2019 | $7,000 | 0.0% | 60 | 0.0% | 0.00% | -33.3% |
| Q2 2019 | $7,000 | -46.2% | 60 | -46.9% | 0.00% | -40.0% |
| Q1 2019 | $13,000 | -94.3% | 113 | -95.0% | 0.01% | -95.6% |
| Q4 2018 | $230,000 | – | 2,277 | – | 0.11% | – |
Download | ||||||
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% |