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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $239,482 | +0.2% | 1,578 | -4.2% | 0.12% | +9.2% |
| Q4 2022 | $239,080 | +12.8% | 1,648 | 0.0% | 0.11% | -2.7% |
| Q3 2022 | $212,000 | -6.6% | 1,648 | 0.0% | 0.11% | +12.0% |
| Q2 2022 | $227,000 | -11.0% | 1,648 | +0.6% | 0.10% | +25.0% |
| Q1 2022 | $255,000 | -0.4% | 1,638 | 0.0% | 0.08% | -29.2% |
| Q4 2021 | $256,000 | +7.6% | 1,638 | +0.2% | 0.11% | -0.9% |
| Q3 2021 | $238,000 | +4.8% | 1,634 | +6.2% | 0.11% | +8.6% |
| Q2 2021 | $227,000 | – | 1,539 | – | 0.10% | – |
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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% |