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 | $162,917 | +51.8% | 1,059 | +59.0% | 0.03% | +86.7% |
| Q2 2023 | $107,353 | -52.7% | 666 | -55.5% | 0.02% | -54.5% |
| Q1 2023 | $227,033 | +4.6% | 1,496 | 0.0% | 0.03% | -2.9% |
| Q4 2022 | $217,025 | +13.0% | 1,496 | 0.0% | 0.03% | -2.9% |
| Q3 2022 | $192,000 | +31.5% | 1,496 | +41.0% | 0.04% | +9.4% |
| Q2 2022 | $146,000 | +40.4% | 1,061 | +59.1% | 0.03% | +60.0% |
| Q1 2022 | $104,000 | +1385.7% | 667 | +1382.2% | 0.02% | +1900.0% |
| Q4 2021 | $7,000 | 0.0% | 45 | 0.0% | 0.00% | -50.0% |
| Q3 2021 | $7,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $7,000 | +16.7% | 45 | 0.0% | 0.00% | +100.0% |
| Q1 2021 | $6,000 | 0.0% | 45 | 0.0% | 0.00% | -50.0% |
| Q4 2020 | $6,000 | -89.3% | 45 | -91.0% | 0.00% | -92.3% |
| Q3 2020 | $56,000 | -81.4% | 499 | -82.1% | 0.03% | -82.3% |
| Q2 2020 | $301,000 | +12.3% | 2,781 | 0.0% | 0.15% | -8.1% |
| Q1 2020 | $268,000 | -53.5% | 2,781 | -37.2% | 0.16% | -36.5% |
| Q4 2019 | $576,000 | -23.9% | 4,431 | -30.3% | 0.25% | -27.6% |
| Q3 2019 | $757,000 | +2.2% | 6,355 | 0.0% | 0.35% | +44.4% |
| Q2 2019 | $741,000 | +3.5% | 6,355 | 0.0% | 0.24% | +7.1% |
| Q1 2019 | $716,000 | +11.4% | 6,355 | 0.0% | 0.22% | +10.3% |
| Q4 2018 | $643,000 | -12.6% | 6,355 | 0.0% | 0.20% | -67.3% |
| Q3 2018 | $736,000 | +5.1% | 6,355 | 0.0% | 0.62% | -4.2% |
| Q2 2018 | $700,000 | -6.3% | 6,355 | -6.9% | 0.65% | -11.3% |
| Q1 2018 | $747,000 | -7.1% | 6,828 | -3.0% | 0.73% | -6.9% |
| Q4 2017 | $804,000 | – | 7,036 | – | 0.79% | – |
Download | ||||||
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% |