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 | $415,760 | -4.4% | 2,666 | +0.3% | 0.09% | -2.3% |
| Q2 2023 | $434,924 | +8.2% | 2,659 | +0.4% | 0.09% | -1.1% |
| Q1 2023 | $401,864 | -3.0% | 2,648 | +0.2% | 0.09% | -2.2% |
| Q4 2022 | $414,294 | +22.2% | 2,642 | +0.3% | 0.09% | +2.2% |
| Q3 2022 | $339,000 | -6.1% | 2,634 | +0.3% | 0.09% | -2.2% |
| Q2 2022 | $361,000 | -13.8% | 2,625 | -2.3% | 0.09% | 0.0% |
| Q1 2022 | $419,000 | +5.0% | 2,688 | +3.8% | 0.09% | +4.6% |
| Q4 2021 | $399,000 | +5.3% | 2,590 | -0.5% | 0.09% | -2.2% |
| Q3 2021 | $379,000 | +3.3% | 2,603 | +4.7% | 0.09% | -6.3% |
| Q2 2021 | $367,000 | +4.9% | 2,485 | +0.2% | 0.10% | -4.0% |
| Q1 2021 | $350,000 | +7.7% | 2,481 | +0.2% | 0.10% | +2.1% |
| Q4 2020 | $325,000 | +16.9% | 2,477 | +0.2% | 0.10% | +2.1% |
| Q3 2020 | $278,000 | +14.9% | 2,471 | +10.6% | 0.10% | 0.0% |
| Q2 2020 | $242,000 | +4.3% | 2,235 | -11.3% | 0.10% | -34.0% |
| Q1 2020 | $232,000 | -94.6% | 2,520 | -92.4% | 0.14% | -91.4% |
| Q4 2019 | $4,300,000 | +13.4% | 33,319 | +4.7% | 1.67% | -0.8% |
| Q3 2019 | $3,791,000 | -2.8% | 31,822 | -4.9% | 1.68% | -8.0% |
| Q2 2019 | $3,900,000 | +2.0% | 33,460 | -1.3% | 1.83% | -11.3% |
| Q1 2019 | $3,822,000 | +109.2% | 33,897 | +87.6% | 2.07% | +73.8% |
| Q4 2018 | $1,827,000 | +114.2% | 18,065 | +145.5% | 1.19% | +113.8% |
| Q3 2018 | $853,000 | +16.8% | 7,359 | +11.1% | 0.56% | +3.9% |
| Q2 2018 | $730,000 | +11.3% | 6,625 | +10.4% | 0.54% | +4.1% |
| Q1 2018 | $656,000 | -78.9% | 6,001 | -78.0% | 0.51% | -79.0% |
| Q4 2017 | $3,112,000 | – | 27,244 | – | 2.45% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 467,574 | $59,859,000 | 23.71% |
| LPWM LLC | 208,165 | $26,649,000 | 19.89% |
| Willis Johnson & Associates, Inc. | 622,357 | $79,674,000 | 13.30% |
| MMA ASSET MANAGEMENT LLC | 91,276 | $11,685,000 | 11.36% |
| Powell Investment Advisors, LLC | 115,050 | $14,729,000 | 11.20% |
| Halpern Financial, Inc. | 160,532 | $20,551,311 | 10.69% |
| Praetorian Wealth Management, Inc. | 211,425 | $27,066,000 | 10.34% |
| FINANCIAL LIFE ADVISORS | 145,813 | $18,666,000 | 9.66% |
| Strategic Wealth Partners Group, LLC | 350,915 | $44,924,000 | 9.53% |
| AMARILLO NATIONAL BANK | 266,126 | $34,069,000 | 9.32% |