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 2023 | $252,101 | +6.2% | 1,564 | 0.0% | 0.11% | +0.9% |
Q1 2023 | $237,352 | +4.6% | 1,564 | 0.0% | 0.11% | -7.0% |
Q4 2022 | $226,889 | +12.9% | 1,564 | 0.0% | 0.11% | +0.9% |
Q3 2022 | $201,000 | -6.5% | 1,564 | 0.0% | 0.11% | -6.6% |
Q2 2022 | $215,000 | -15.4% | 1,564 | -4.2% | 0.12% | -0.8% |
Q1 2022 | $254,000 | -0.8% | 1,632 | 0.0% | 0.12% | +4.3% |
Q4 2021 | $256,000 | -12.9% | 1,632 | -18.2% | 0.12% | -18.2% |
Q2 2021 | $294,000 | -35.5% | 1,994 | -38.2% | 0.14% | +12.6% |
Q1 2021 | $456,000 | +20.6% | 3,228 | +9.3% | 0.13% | +11.4% |
Q4 2020 | $378,000 | +656.0% | 2,952 | +428.1% | 0.11% | +31.0% |
Q1 2016 | $50,000 | +2.0% | 559 | 0.0% | 0.09% | +89.1% |
Q4 2015 | $49,000 | +880.0% | 559 | +773.4% | 0.05% | +475.0% |
Q3 2015 | $5,000 | -92.4% | 64 | -91.1% | 0.01% | -86.7% |
Q1 2015 | $66,000 | – | 717 | – | 0.06% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HOME FEDERAL BANK OF TENNESSEE | 467,574 | $59,859,000 | 23.71% |
LPWM LLC | 208,165 | $26,649,000 | 19.89% |
Willis Johnson & Associates, Inc. | 622,357 | $79,674,000 | 13.30% |
MMA ASSET MANAGEMENT LLC | 91,276 | $11,685,000 | 11.36% |
Powell Investment Advisors, LLC | 115,050 | $14,729,000 | 11.20% |
Halpern Financial, Inc. | 160,532 | $20,551,311 | 10.69% |
Praetorian Wealth Management, Inc. | 211,425 | $27,066,000 | 10.34% |
FINANCIAL LIFE ADVISORS | 145,813 | $18,666,000 | 9.66% |
Strategic Wealth Partners Group, LLC | 350,915 | $44,924,000 | 9.53% |
AMARILLO NATIONAL BANK | 266,126 | $34,069,000 | 9.32% |