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 2022 | $776,000 | -27.0% | 6,041 | -21.9% | 0.55% | -8.6% |
Q2 2022 | $1,063,000 | -11.6% | 7,736 | +0.1% | 0.60% | +5.2% |
Q1 2022 | $1,203,000 | +2.8% | 7,728 | +3.5% | 0.58% | +6.5% |
Q4 2021 | $1,170,000 | +7.9% | 7,467 | +0.1% | 0.54% | -4.1% |
Q3 2021 | $1,084,000 | +3.4% | 7,457 | +5.0% | 0.56% | 0.0% |
Q2 2021 | $1,048,000 | +55.0% | 7,101 | +48.4% | 0.56% | +45.5% |
Q1 2021 | $676,000 | +170.4% | 4,784 | +144.2% | 0.39% | +137.4% |
Q4 2020 | $250,000 | +13.6% | 1,959 | +0.1% | 0.16% | -14.7% |
Q3 2020 | $220,000 | +4.3% | 1,957 | +0.2% | 0.19% | -17.0% |
Q2 2020 | $211,000 | -16.6% | 1,953 | +0.3% | 0.23% | +6.0% |
Q4 2019 | $253,000 | – | 1,947 | – | 0.22% | – |
Download |
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% |