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 | $17,581,470 | -13.5% | 114,284 | -9.4% | 2.22% | +1.8% |
| Q2 2023 | $20,331,237 | -2.2% | 126,132 | -7.9% | 2.18% | -9.4% |
| Q1 2023 | $20,787,217 | -37.8% | 136,974 | -40.6% | 2.41% | -40.9% |
| Q4 2022 | $33,443,334 | +4.8% | 230,532 | -7.2% | 4.08% | -1.0% |
| Q3 2022 | $31,912,000 | -10.6% | 248,306 | -4.4% | 4.12% | -0.7% |
| Q2 2022 | $35,695,000 | -5.8% | 259,674 | +6.7% | 4.14% | +20.0% |
| Q1 2022 | $37,887,000 | +2.6% | 243,301 | +3.2% | 3.45% | +8.0% |
| Q4 2021 | $36,930,000 | +4.8% | 235,780 | -2.7% | 3.20% | -11.4% |
| Q3 2021 | $35,223,000 | -1.2% | 242,213 | +0.3% | 3.61% | -19.2% |
| Q2 2021 | $35,645,000 | +89.2% | 241,430 | +81.0% | 4.46% | +66.0% |
| Q1 2021 | $18,843,000 | – | 133,414 | – | 2.69% | – |
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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% |