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 | $795,792 | -4.6% | 5,173 | 0.0% | 0.11% | -2.6% |
Q2 2023 | $833,815 | -20.8% | 5,173 | -25.4% | 0.12% | -24.2% |
Q1 2023 | $1,052,891 | +4.6% | 6,938 | 0.0% | 0.15% | -3.2% |
Q4 2022 | $1,006,475 | +1.6% | 6,938 | -10.0% | 0.16% | -12.2% |
Q3 2022 | $991,000 | -8.1% | 7,713 | -1.6% | 0.18% | -4.8% |
Q2 2022 | $1,078,000 | -48.9% | 7,842 | -47.6% | 0.19% | -52.8% |
Q1 2022 | $2,111,000 | +38.2% | 14,961 | +53.5% | 0.40% | +73.2% |
Q4 2021 | $1,527,000 | -3.7% | 9,748 | -10.5% | 0.23% | -10.5% |
Q3 2021 | $1,585,000 | -9.7% | 10,897 | -8.2% | 0.26% | -12.2% |
Q2 2021 | $1,755,000 | -17.5% | 11,873 | -20.7% | 0.29% | -26.3% |
Q1 2021 | $2,126,000 | -24.3% | 14,964 | -31.7% | 0.40% | -32.5% |
Q4 2020 | $2,810,000 | – | 21,913 | – | 0.59% | – |
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% |