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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $690,537 | +6.7% | 4,284 | 0.0% | 0.64% | +6.7% |
| Q1 2023 | $647,141 | +4.1% | 4,284 | 0.0% | 0.60% | +6.6% |
| Q4 2022 | $621,480 | +13.0% | 4,284 | 0.0% | 0.56% | +12.4% |
| Q3 2022 | $550,000 | -6.5% | 4,284 | 0.0% | 0.50% | +2.5% |
| Q2 2022 | $588,000 | -11.8% | 4,284 | 0.0% | 0.49% | +2.5% |
| Q1 2022 | $667,000 | -1.3% | 4,284 | 0.0% | 0.48% | +1.9% |
| Q4 2021 | $676,000 | +7.0% | 4,284 | -0.2% | 0.47% | +4.2% |
| Q3 2021 | $632,000 | -0.3% | 4,293 | 0.0% | 0.45% | -4.3% |
| Q2 2021 | $634,000 | +2.6% | 4,293 | 0.0% | 0.47% | +1.7% |
| Q1 2021 | $618,000 | +16.4% | 4,293 | +3.3% | 0.46% | +3.4% |
| Q4 2020 | $531,000 | +13.7% | 4,154 | 0.0% | 0.44% | -8.1% |
| Q3 2020 | $467,000 | +4.0% | 4,154 | 0.0% | 0.48% | +0.8% |
| Q2 2020 | $449,000 | +12.2% | 4,154 | 0.0% | 0.48% | +3.0% |
| Q1 2020 | $400,000 | -25.9% | 4,154 | 0.0% | 0.47% | -9.5% |
| Q4 2019 | $540,000 | – | 4,154 | – | 0.52% | – |
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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% |