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 | $2,160,552 | -4.9% | 14,044 | -0.4% | 0.47% | -7.3% |
| Q2 2023 | $2,271,925 | +5.0% | 14,095 | -1.2% | 0.51% | -6.3% |
| Q1 2023 | $2,164,204 | +1.1% | 14,261 | -3.4% | 0.54% | -12.1% |
| Q4 2022 | $2,140,900 | +14.7% | 14,758 | +1.6% | 0.61% | -0.6% |
| Q3 2022 | $1,867,000 | -23.6% | 14,528 | -18.3% | 0.62% | -25.5% |
| Q2 2022 | $2,443,000 | +40.8% | 17,775 | +59.5% | 0.83% | +52.9% |
| Q1 2022 | $1,735,000 | +0.9% | 11,142 | +1.5% | 0.54% | -3.4% |
| Q4 2021 | $1,719,000 | +7.2% | 10,974 | -0.5% | 0.56% | -7.9% |
| Q3 2021 | $1,604,000 | -3.3% | 11,031 | -1.8% | 0.61% | -13.8% |
| Q2 2021 | $1,658,000 | +2.2% | 11,231 | -2.2% | 0.71% | -10.6% |
| Q1 2021 | $1,622,000 | +9.2% | 11,485 | -1.0% | 0.79% | -4.9% |
| Q4 2020 | $1,486,000 | – | 11,605 | – | 0.83% | – |
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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% |