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 | $419,114 | -4.6% | 2,724 | 0.0% | 0.12% | -6.9% |
| Q2 2023 | $439,138 | +18.8% | 2,724 | +11.8% | 0.13% | +9.2% |
| Q1 2023 | $369,738 | +14.4% | 2,436 | +9.3% | 0.12% | +4.4% |
| Q4 2022 | $323,281 | +14.2% | 2,228 | +1.2% | 0.11% | +4.6% |
| Q3 2022 | $283,000 | -36.8% | 2,202 | -32.5% | 0.11% | -38.1% |
| Q2 2022 | $448,000 | -11.5% | 3,261 | +0.4% | 0.18% | -3.8% |
| Q1 2022 | $506,000 | +12.2% | 3,248 | +12.9% | 0.18% | -1.1% |
| Q4 2021 | $451,000 | +8.9% | 2,878 | +1.0% | 0.18% | -6.6% |
| Q3 2021 | $414,000 | +14.7% | 2,849 | +16.7% | 0.20% | +11.9% |
| Q2 2021 | $361,000 | +5.2% | 2,442 | +0.5% | 0.18% | -4.3% |
| Q1 2021 | $343,000 | +34.5% | 2,431 | +21.7% | 0.18% | +22.5% |
| Q4 2020 | $255,000 | +15.4% | 1,998 | +1.2% | 0.15% | -0.7% |
| Q3 2020 | $221,000 | – | 1,974 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 416,733 | $63,243,401 | 23.53% |
| LPWM LLC | 249,212 | $37,820,405 | 18.18% |
| Foundation Wealth Management, LLC | 106,963 | $16,232,678 | 16.71% |
| Halpern Financial, Inc. | 272,735 | $41,390,269 | 14.88% |
| MMA ASSET MANAGEMENT LLC | 124,393 | $18,877,872 | 13.50% |
| Praetorian Wealth Management, Inc. | 253,861 | $38,525,945 | 12.52% |
| Powell Investment Advisors, LLC | 145,268 | $22,045,870 | 12.27% |
| FINANCIAL LIFE ADVISORS | 175,008 | $26,559,189 | 11.42% |
| Frank, Rimerman Advisors LLC | 269,955 | $40,968,371 | 11.32% |
| INSTRUMENTAL WEALTH, LLC | 54,666 | $8,253,518 | 10.90% |