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 | $951,476 | 0.0% | 5,903 | 0.0% | 0.22% | +5.3% |
| Q2 2023 | $951,476 | +1.1% | 5,903 | -4.9% | 0.21% | -9.2% |
| Q1 2023 | $941,539 | -1.6% | 6,204 | -6.0% | 0.23% | -1.7% |
| Q4 2022 | $957,261 | +12.4% | 6,599 | -0.5% | 0.23% | +4.5% |
| Q3 2022 | $852,000 | -7.3% | 6,630 | +0.5% | 0.22% | -0.9% |
| Q2 2022 | $919,000 | -24.8% | 6,598 | -15.9% | 0.22% | -7.4% |
| Q1 2022 | $1,222,000 | +2.5% | 7,850 | +3.1% | 0.24% | -7.3% |
| Q4 2021 | $1,192,000 | +7.8% | 7,613 | +0.1% | 0.26% | +0.4% |
| Q3 2021 | $1,106,000 | +0.6% | 7,607 | +2.2% | 0.26% | 0.0% |
| Q2 2021 | $1,099,000 | +10.5% | 7,445 | +5.6% | 0.26% | -0.4% |
| Q1 2021 | $995,000 | +207.1% | 7,048 | +178.4% | 0.26% | +184.8% |
| Q4 2020 | $324,000 | +24.6% | 2,532 | +9.7% | 0.09% | +5.7% |
| Q3 2020 | $260,000 | -12.5% | 2,308 | -2.2% | 0.09% | +7.4% |
| Q4 2019 | $297,000 | +2.4% | 2,359 | -2.8% | 0.08% | +2.5% |
| Q3 2019 | $290,000 | -5.8% | 2,426 | -8.6% | 0.08% | -7.1% |
| Q2 2019 | $308,000 | +66.5% | 2,653 | +61.2% | 0.08% | +1.2% |
| Q1 2019 | $185,000 | – | 1,646 | – | 0.08% | – |
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% |