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 | $3,325,702 | -5.0% | 21,721 | 0.0% | 0.45% | -4.4% |
| Q2 2023 | $3,501,208 | +1.0% | 21,721 | -4.9% | 0.47% | -11.8% |
| Q1 2023 | $3,464,833 | -34.8% | 22,831 | -37.7% | 0.54% | -34.4% |
| Q4 2022 | $5,314,349 | +9.1% | 36,633 | -3.3% | 0.82% | +0.6% |
| Q3 2022 | $4,869,000 | -7.7% | 37,889 | -1.3% | 0.81% | +0.9% |
| Q2 2022 | $5,277,000 | -12.8% | 38,389 | -1.3% | 0.80% | -4.7% |
| Q1 2022 | $6,055,000 | +14.7% | 38,885 | +15.4% | 0.84% | +12.5% |
| Q4 2021 | $5,278,000 | +17.7% | 33,697 | +9.3% | 0.75% | +6.1% |
| Q3 2021 | $4,483,000 | +50.4% | 30,831 | +52.7% | 0.71% | +48.1% |
| Q2 2021 | $2,980,000 | +7.0% | 20,184 | +2.4% | 0.48% | +0.2% |
| Q1 2021 | $2,784,000 | +12.6% | 19,712 | +2.1% | 0.48% | +3.5% |
| Q4 2020 | $2,472,000 | +29.2% | 19,311 | +13.5% | 0.46% | +9.0% |
| Q3 2020 | $1,913,000 | +14.1% | 17,014 | +9.9% | 0.42% | +7.6% |
| Q2 2020 | $1,676,000 | +12.3% | 15,488 | -0.2% | 0.39% | -2.2% |
| Q1 2020 | $1,493,000 | -29.8% | 15,512 | -5.1% | 0.40% | -10.1% |
| Q4 2019 | $2,127,000 | +6.4% | 16,347 | 0.0% | 0.45% | +1.4% |
| Q3 2019 | $1,999,000 | +7.1% | 16,347 | +2.0% | 0.44% | +0.9% |
| Q2 2019 | $1,867,000 | +8.7% | 16,019 | +5.2% | 0.44% | +2.8% |
| Q1 2019 | $1,717,000 | +20.7% | 15,234 | +8.3% | 0.42% | +1.7% |
| Q4 2018 | $1,423,000 | – | 14,070 | – | 0.42% | – |
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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% |