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 | $7,538,455 | +9.2% | 49,001 | +14.4% | 0.25% | +13.1% |
| Q2 2023 | $6,904,264 | +6.0% | 42,833 | -0.2% | 0.22% | +0.9% |
| Q1 2023 | $6,514,559 | -0.9% | 42,926 | -5.3% | 0.22% | -22.8% |
| Q4 2022 | $6,576,540 | +34.5% | 45,333 | +19.1% | 0.28% | +26.7% |
| Q3 2022 | $4,891,000 | -2.6% | 38,053 | +4.2% | 0.22% | -2.2% |
| Q2 2022 | $5,019,000 | -6.0% | 36,515 | +8.0% | 0.23% | +8.5% |
| Q1 2022 | $5,337,000 | +4.6% | 33,809 | +3.8% | 0.21% | +12.2% |
| Q4 2021 | $5,102,000 | +8.3% | 32,571 | +0.5% | 0.19% | -0.5% |
| Q3 2021 | $4,712,000 | +3.7% | 32,401 | +5.3% | 0.19% | -1.0% |
| Q2 2021 | $4,542,000 | +4.5% | 30,761 | 0.0% | 0.19% | -6.3% |
| Q1 2021 | $4,345,000 | +10.3% | 30,761 | 0.0% | 0.20% | -4.2% |
| Q4 2020 | $3,938,000 | +13.7% | 30,761 | -0.1% | 0.21% | 0.0% |
| Q3 2020 | $3,463,000 | +3.9% | 30,792 | 0.0% | 0.21% | -1.4% |
| Q2 2020 | $3,332,000 | +12.5% | 30,792 | 0.0% | 0.22% | -9.6% |
| Q1 2020 | $2,963,000 | -30.9% | 30,792 | -6.5% | 0.24% | -25.2% |
| Q4 2019 | $4,285,000 | +108.6% | 32,938 | +91.0% | 0.32% | +82.4% |
| Q3 2019 | $2,054,000 | +244.1% | 17,244 | +236.6% | 0.18% | +203.4% |
| Q2 2019 | $597,000 | +38.2% | 5,123 | +33.7% | 0.06% | +20.8% |
| Q1 2019 | $432,000 | +195.9% | 3,833 | +164.2% | 0.05% | +140.0% |
| Q4 2018 | $146,000 | -8.8% | 1,451 | +4.8% | 0.02% | 0.0% |
| Q3 2018 | $160,000 | +8.1% | 1,385 | +2.6% | 0.02% | -4.8% |
| Q2 2018 | $148,000 | 0.0% | 1,350 | 0.0% | 0.02% | -8.7% |
| Q1 2018 | $148,000 | +124.2% | 1,350 | +133.6% | 0.02% | +109.1% |
| Q4 2017 | $66,000 | +69.2% | 578 | +61.5% | 0.01% | +57.1% |
| Q3 2017 | $39,000 | +2.6% | 358 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $38,000 | -32.1% | 358 | -32.5% | 0.01% | +16.7% |
| Q1 2017 | $56,000 | +107.4% | 530 | +100.0% | 0.01% | 0.0% |
| Q4 2016 | $27,000 | – | 265 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 422,168 | $66,124,000 | 21.89% |
| LPWM LLC | 236,761 | $37,084,000 | 19.67% |
| Halpern Financial, Inc. | 212,453 | $33,276,519 | 14.24% |
| LVZ, Inc. | 604,819 | $94,733,000 | 12.66% |
| Praetorian Wealth Management, Inc. | 231,868 | $36,317,000 | 11.79% |
| Powell Investment Advisors, LLC | 127,195 | $19,923,000 | 11.32% |
| MMA ASSET MANAGEMENT LLC | 93,551 | $14,653,000 | 10.36% |
| FINANCIAL LIFE ADVISORS | 166,005 | $26,001,000 | 10.24% |
| AMARILLO NATIONAL BANK | 325,575 | $50,995,000 | 9.98% |
| Strategic Wealth Partners Group, LLC | 343,916 | $53,868,000 | 9.34% |