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 | $432,021 | -4.7% | 2,793 | 0.0% | 0.19% | +1.6% |
| Q2 2023 | $453,444 | +8.7% | 2,793 | 0.0% | 0.18% | -14.4% |
| Q4 2022 | $417,246 | -64.1% | 2,793 | -66.4% | 0.22% | -65.7% |
| Q3 2022 | $1,161,000 | -8.7% | 8,323 | -10.0% | 0.63% | -11.7% |
| Q2 2022 | $1,272,000 | -12.6% | 9,243 | 0.0% | 0.71% | -2.6% |
| Q1 2022 | $1,455,000 | +2.7% | 9,243 | +3.6% | 0.73% | -35.1% |
| Q4 2021 | $1,417,000 | +3.5% | 8,919 | 0.0% | 1.12% | +3.4% |
| Q3 2021 | $1,369,000 | +4.7% | 8,919 | 0.0% | 1.09% | -2.1% |
| Q2 2021 | $1,307,000 | +0.2% | 8,919 | 0.0% | 1.11% | +6.5% |
| Q1 2021 | $1,305,000 | +11.2% | 8,919 | 0.0% | 1.04% | -10.1% |
| Q4 2020 | $1,174,000 | – | 8,919 | – | 1.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 467,574 | $59,859,000 | 23.71% |
| LPWM LLC | 208,165 | $26,649,000 | 19.89% |
| Willis Johnson & Associates, Inc. | 622,357 | $79,674,000 | 13.30% |
| MMA ASSET MANAGEMENT LLC | 91,276 | $11,685,000 | 11.36% |
| Powell Investment Advisors, LLC | 115,050 | $14,729,000 | 11.20% |
| Halpern Financial, Inc. | 160,532 | $20,551,311 | 10.69% |
| Praetorian Wealth Management, Inc. | 211,425 | $27,066,000 | 10.34% |
| FINANCIAL LIFE ADVISORS | 145,813 | $18,666,000 | 9.66% |
| Strategic Wealth Partners Group, LLC | 350,915 | $44,924,000 | 9.53% |
| AMARILLO NATIONAL BANK | 266,126 | $34,069,000 | 9.32% |