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 | $926,424 | -4.6% | 6,022 | 0.0% | 0.10% | +1.0% |
| Q2 2023 | $970,686 | +6.2% | 6,022 | 0.0% | 0.10% | -3.7% |
| Q1 2023 | $913,899 | +4.6% | 6,022 | 0.0% | 0.11% | -0.9% |
| Q4 2022 | $873,612 | +12.0% | 6,022 | -0.8% | 0.11% | -18.2% |
| Q3 2022 | $780,000 | -6.5% | 6,070 | 0.0% | 0.13% | -4.3% |
| Q2 2022 | $834,000 | -11.7% | 6,070 | 0.0% | 0.14% | -5.5% |
| Q1 2022 | $945,000 | +2150.0% | 6,070 | +2139.9% | 0.15% | +2333.3% |
| Q4 2021 | $42,000 | -63.8% | 271 | -65.6% | 0.01% | -76.9% |
| Q2 2021 | $116,000 | +4.5% | 787 | 0.0% | 0.03% | +4.0% |
| Q1 2021 | $111,000 | +9.9% | 787 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $101,000 | -4.7% | 787 | -16.8% | 0.02% | -13.8% |
| Q3 2020 | $106,000 | +3.9% | 946 | 0.0% | 0.03% | -3.3% |
| Q2 2020 | $102,000 | – | 946 | – | 0.03% | – |
Download | ||||||
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% |