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 | $383,473 | -4.6% | 2,493 | 0.0% | 0.07% | -4.0% |
| Q2 2023 | $401,794 | +6.6% | 2,493 | +0.4% | 0.08% | -5.1% |
| Q1 2023 | $376,972 | -78.1% | 2,484 | -79.0% | 0.08% | -75.9% |
| Q3 2021 | $1,719,000 | -97.0% | 11,818 | -97.0% | 0.33% | -97.2% |
| Q2 2021 | $58,017,000 | +393.3% | 392,960 | +371.9% | 11.55% | +347.7% |
| Q1 2021 | $11,761,000 | +17.8% | 83,271 | -13.3% | 2.58% | -58.6% |
| Q1 2017 | $9,987,000 | +19.6% | 95,992 | +16.5% | 6.23% | +10.6% |
| Q4 2016 | $8,350,000 | – | 82,362 | – | 5.63% | – |
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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% |