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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $3,364,000 | -5.6% | 21,605 | -5.0% | 1.47% | -0.2% |
| Q4 2021 | $3,563,000 | -4.5% | 22,747 | -11.3% | 1.47% | -6.5% |
| Q3 2021 | $3,731,000 | -5.4% | 25,659 | -3.9% | 1.57% | -1.1% |
| Q2 2021 | $3,942,000 | -1.4% | 26,698 | -5.7% | 1.59% | -11.9% |
| Q1 2021 | $3,998,000 | -40.8% | 28,308 | -46.4% | 1.80% | -42.9% |
| Q4 2020 | $6,755,000 | +5.4% | 52,765 | -7.4% | 3.16% | -6.1% |
| Q3 2020 | $6,411,000 | -14.6% | 57,012 | -17.8% | 3.36% | -18.3% |
| Q2 2020 | $7,509,000 | -26.3% | 69,395 | -34.5% | 4.12% | -32.8% |
| Q1 2020 | $10,194,000 | -28.1% | 105,914 | -2.8% | 6.13% | +0.3% |
| Q4 2019 | $14,174,000 | +28.9% | 108,957 | +18.0% | 6.11% | +20.3% |
| Q3 2019 | $10,996,000 | +9.1% | 92,299 | +6.8% | 5.08% | +5.4% |
| Q2 2019 | $10,075,000 | +5.5% | 86,430 | +2.0% | 4.81% | -5.2% |
| Q1 2019 | $9,554,000 | – | 84,746 | – | 5.08% | – |
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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% |