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 2022 | $250,000 | -0.8% | 1,608 | 0.0% | 0.09% | +3.4% |
| Q4 2021 | $252,000 | +7.7% | 1,608 | 0.0% | 0.09% | -1.1% |
| Q3 2021 | $234,000 | -1.3% | 1,608 | 0.0% | 0.09% | +20.0% |
| Q2 2021 | $237,000 | +4.4% | 1,608 | 0.0% | 0.08% | -7.4% |
| Q1 2021 | $227,000 | +10.2% | 1,608 | 0.0% | 0.08% | -5.8% |
| Q4 2020 | $206,000 | -18.6% | 1,608 | -17.2% | 0.09% | -49.1% |
| Q4 2019 | $253,000 | -28.3% | 1,942 | -34.5% | 0.17% | -25.9% |
| Q3 2019 | $353,000 | -25.1% | 2,967 | -26.5% | 0.23% | -16.2% |
| Q2 2019 | $471,000 | -9.2% | 4,036 | -12.2% | 0.27% | -15.0% |
| Q1 2019 | $519,000 | +26.9% | 4,599 | +13.6% | 0.32% | -13.7% |
| Q4 2018 | $409,000 | -15.7% | 4,048 | -3.6% | 0.37% | +27.5% |
| Q3 2018 | $485,000 | +90.9% | 4,199 | +82.0% | 0.29% | +40.6% |
| Q2 2018 | $254,000 | – | 2,307 | – | 0.21% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 405,131 | $62,325,359 | 23.11% |
| Quantitative Strategies, Inc. | 187,158 | $28,792,372 | 19.37% |
| Foundation Wealth Management, LLC | 121,130 | $18,634,505 | 18.62% |
| LPWM LLC | 254,891 | $38,975,312 | 17.52% |
| Halpern Financial, Inc. | 281,683 | $43,334,118 | 14.96% |
| Praetorian Wealth Management, Inc. | 283,325 | $43,586,718 | 13.85% |
| Powell Investment Advisors, LLC | 138,335 | $21,397,622 | 12.86% |
| FINANCIAL LIFE ADVISORS | 177,823 | $27,356,344 | 11.77% |
| LVZ, Inc. | 458,002 | $70,459,044 | 11.36% |
| INSTRUMENTAL WEALTH, LLC | 58,076 | $9,034,945 | 10.55% |