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 | $10,080,894 | -12.4% | 66,431 | -7.0% | 0.51% | -9.6% |
| Q2 2023 | $11,513,474 | +0.5% | 71,428 | -5.8% | 0.56% | -7.6% |
| Q1 2023 | $11,453,845 | +293.2% | 75,863 | +277.8% | 0.61% | +204.0% |
| Q4 2022 | $2,913,070 | +26.9% | 20,080 | +25.4% | 0.20% | +14.9% |
| Q3 2022 | $2,295,000 | +21.8% | 16,009 | +16.8% | 0.17% | +15.2% |
| Q2 2022 | $1,885,000 | -33.6% | 13,712 | -29.5% | 0.15% | -32.3% |
| Q1 2022 | $2,838,000 | +115.2% | 19,442 | +114.4% | 0.22% | +71.5% |
| Q3 2021 | $1,319,000 | 0.0% | 9,069 | +1.5% | 0.13% | -3.7% |
| Q2 2021 | $1,319,000 | +55.0% | 8,934 | +48.3% | 0.14% | +35.0% |
| Q1 2021 | $851,000 | +111.2% | 6,026 | +91.5% | 0.10% | +100.0% |
| Q4 2020 | $403,000 | +93.8% | 3,147 | +70.5% | 0.05% | +66.7% |
| Q3 2020 | $208,000 | -43.8% | 1,846 | -46.0% | 0.03% | -49.2% |
| Q2 2020 | $370,000 | -18.1% | 3,420 | -27.1% | 0.06% | -30.6% |
| Q1 2020 | $452,000 | +5.6% | 4,693 | +42.6% | 0.08% | +28.8% |
| Q4 2019 | $428,000 | +1.7% | 3,291 | -6.8% | 0.07% | -4.3% |
| Q3 2019 | $421,000 | +44.2% | 3,531 | +41.0% | 0.07% | +23.2% |
| Q2 2019 | $292,000 | -51.3% | 2,504 | -52.9% | 0.06% | -61.4% |
| Q1 2019 | $600,000 | -26.5% | 5,321 | -34.0% | 0.14% | -30.6% |
| Q4 2018 | $816,000 | -62.4% | 8,065 | -57.0% | 0.21% | -57.4% |
| Q3 2018 | $2,171,000 | +24.6% | 18,744 | +18.5% | 0.49% | +11.6% |
| Q2 2018 | $1,742,000 | +9.7% | 15,822 | +8.9% | 0.44% | +0.5% |
| Q1 2018 | $1,588,000 | -12.0% | 14,528 | -8.1% | 0.44% | -11.7% |
| Q4 2017 | $1,805,000 | +38.5% | 15,802 | +30.9% | 0.50% | -8.0% |
| Q3 2017 | $1,303,000 | +0.1% | 12,074 | -2.7% | 0.54% | -11.9% |
| Q2 2017 | $1,302,000 | +22.6% | 12,404 | +21.5% | 0.61% | +3.0% |
| Q1 2017 | $1,062,000 | +122.6% | 10,212 | +116.9% | 0.59% | +85.6% |
| Q4 2016 | $477,000 | – | 4,708 | – | 0.32% | – |
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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% |