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 | $248,452 | -4.6% | 1,615 | 0.0% | 0.07% | -2.8% |
Q2 2023 | $260,322 | -8.9% | 1,615 | -14.2% | 0.07% | -15.5% |
Q1 2023 | $285,800 | +4.7% | 1,883 | +0.1% | 0.08% | -15.2% |
Q4 2022 | $273,019 | +12.8% | 1,882 | +0.1% | 0.10% | +2.1% |
Q3 2022 | $242,000 | -6.9% | 1,880 | -0.7% | 0.10% | -4.0% |
Q2 2022 | $260,000 | -11.0% | 1,893 | +0.9% | 0.10% | -5.6% |
Q1 2022 | $292,000 | +0.7% | 1,877 | +0.1% | 0.11% | -1.8% |
Q4 2021 | $290,000 | +23.4% | 1,876 | +16.2% | 0.11% | +17.2% |
Q3 2021 | $235,000 | +13.0% | 1,615 | +14.9% | 0.09% | -3.1% |
Q2 2021 | $208,000 | -5.5% | 1,406 | -9.8% | 0.10% | -10.3% |
Q1 2021 | $220,000 | – | 1,559 | – | 0.11% | – |
Download |
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% |