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 | $683,565 | -14.0% | 4,430 | -9.9% | 0.07% | -15.9% |
| Q2 2023 | $795,147 | +78.0% | 4,918 | +67.1% | 0.08% | +60.8% |
| Q1 2023 | $446,775 | +4.7% | 2,944 | +0.1% | 0.05% | -5.6% |
| Q4 2022 | $426,809 | +12.9% | 2,942 | +0.1% | 0.05% | -5.3% |
| Q3 2022 | $378,000 | +8.0% | 2,940 | +15.6% | 0.06% | +1.8% |
| Q2 2022 | $350,000 | -10.9% | 2,543 | +0.9% | 0.06% | -15.2% |
| Q1 2022 | $393,000 | -0.5% | 2,521 | 0.0% | 0.07% | -5.7% |
| Q4 2021 | $395,000 | +11.9% | 2,521 | +3.9% | 0.07% | -14.6% |
| Q3 2021 | $353,000 | -1.4% | 2,426 | 0.0% | 0.08% | -6.8% |
| Q2 2021 | $358,000 | -43.5% | 2,426 | -45.5% | 0.09% | -48.2% |
| Q1 2021 | $634,000 | +10.1% | 4,449 | 0.0% | 0.17% | -4.0% |
| Q4 2020 | $576,000 | +12.9% | 4,449 | 0.0% | 0.18% | -3.8% |
| Q3 2020 | $510,000 | +58.9% | 4,449 | +54.1% | 0.18% | +48.4% |
| Q2 2020 | $321,000 | -16.0% | 2,888 | -24.2% | 0.12% | -26.6% |
| Q1 2020 | $382,000 | -23.4% | 3,811 | 0.0% | 0.17% | -11.1% |
| Q4 2019 | $499,000 | +6.2% | 3,811 | -3.1% | 0.19% | -4.5% |
| Q3 2019 | $470,000 | +2.6% | 3,931 | 0.0% | 0.20% | +3.6% |
| Q2 2019 | $458,000 | +3.4% | 3,931 | 0.0% | 0.19% | +0.5% |
| Q1 2019 | $443,000 | +11.3% | 3,931 | 0.0% | 0.19% | -0.5% |
| Q4 2018 | $398,000 | -12.7% | 3,931 | 0.0% | 0.19% | -11.9% |
| Q3 2018 | $456,000 | +5.3% | 3,931 | 0.0% | 0.22% | -0.9% |
| Q2 2018 | $433,000 | +1.6% | 3,931 | 0.0% | 0.22% | -1.3% |
| Q1 2018 | $426,000 | -6.0% | 3,931 | 0.0% | 0.22% | +0.9% |
| Q4 2017 | $453,000 | +54.6% | 3,931 | +45.9% | 0.22% | +48.3% |
| Q3 2017 | $293,000 | +3.5% | 2,695 | 0.0% | 0.15% | -0.7% |
| Q2 2017 | $283,000 | +39.4% | 2,695 | +54.4% | 0.15% | +48.5% |
| Q1 2017 | $203,000 | – | 1,745 | – | 0.10% | – |
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% |