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 | $209,843 | -21.7% | 1,362 | -18.0% | 0.05% | -19.4% |
| Q2 2023 | $268,106 | +6.1% | 1,660 | +1.0% | 0.07% | +1.5% |
| Q1 2023 | $252,593 | -14.0% | 1,643 | -14.6% | 0.07% | -16.5% |
| Q4 2022 | $293,630 | +13.8% | 1,924 | +0.9% | 0.08% | 0.0% |
| Q3 2022 | $258,000 | +7.9% | 1,906 | +15.7% | 0.08% | +14.5% |
| Q2 2022 | $239,000 | -62.0% | 1,648 | -60.0% | 0.07% | -58.7% |
| Q1 2022 | $629,000 | -3.8% | 4,116 | -0.3% | 0.17% | -2.9% |
| Q4 2021 | $654,000 | +7.6% | 4,129 | +2.5% | 0.17% | +3.0% |
| Q3 2021 | $608,000 | +1.8% | 4,029 | -0.8% | 0.17% | -2.3% |
| Q2 2021 | $597,000 | +5.3% | 4,063 | +2.8% | 0.17% | -7.1% |
| Q1 2021 | $567,000 | +7.6% | 3,952 | +0.5% | 0.18% | +2.8% |
| Q4 2020 | $527,000 | +20.0% | 3,933 | +0.8% | 0.18% | +1.7% |
| Q3 2020 | $439,000 | -0.7% | 3,901 | +2.6% | 0.18% | -1.1% |
| Q2 2020 | $442,000 | +20.8% | 3,802 | +6.7% | 0.18% | -2.7% |
| Q1 2020 | $366,000 | -28.4% | 3,563 | -9.1% | 0.18% | -19.4% |
| Q4 2019 | $511,000 | -3.9% | 3,919 | -6.4% | 0.23% | -12.7% |
| Q3 2019 | $532,000 | – | 4,187 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 416,733 | $63,243,401 | 23.53% |
| LPWM LLC | 249,212 | $37,820,405 | 18.18% |
| Foundation Wealth Management, LLC | 106,963 | $16,232,678 | 16.71% |
| Halpern Financial, Inc. | 272,735 | $41,390,269 | 14.88% |
| MMA ASSET MANAGEMENT LLC | 124,393 | $18,877,872 | 13.50% |
| Praetorian Wealth Management, Inc. | 253,861 | $38,525,945 | 12.52% |
| Powell Investment Advisors, LLC | 145,268 | $22,045,870 | 12.27% |
| FINANCIAL LIFE ADVISORS | 175,008 | $26,559,189 | 11.42% |
| Frank, Rimerman Advisors LLC | 269,955 | $40,968,371 | 11.32% |
| INSTRUMENTAL WEALTH, LLC | 54,666 | $8,253,518 | 10.90% |