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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $417,912 | +6.2% | 2,593 | 0.0% | 0.17% | -1.1% |
Q1 2023 | $393,463 | -24.7% | 2,593 | -28.0% | 0.17% | -23.7% |
Q4 2022 | $522,680 | +12.9% | 3,603 | 0.0% | 0.23% | +59.4% |
Q3 2022 | $463,000 | -6.5% | 3,603 | 0.0% | 0.14% | -14.4% |
Q2 2022 | $495,000 | -11.8% | 3,603 | 0.0% | 0.17% | +12.8% |
Q1 2022 | $561,000 | -0.5% | 3,603 | 0.0% | 0.15% | +59.1% |
Q4 2021 | $564,000 | +6.0% | 3,603 | 0.0% | 0.09% | 0.0% |
Q3 2021 | $532,000 | +87.3% | 3,603 | +87.6% | 0.09% | +63.2% |
Q2 2021 | $284,000 | +4.8% | 1,921 | 0.0% | 0.06% | +35.7% |
Q1 2021 | $271,000 | +3.8% | 1,921 | -5.9% | 0.04% | +27.3% |
Q4 2020 | $261,000 | – | 2,042 | – | 0.03% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HOME FEDERAL BANK OF TENNESSEE | 405,131 | $62,325,359 | 23.11% |
Quantitative Strategies, Inc. | 187,158 | $28,792,372 | 19.37% |
Foundation Wealth Management, LLC | 121,130 | $18,634,505 | 18.62% |
LPWM LLC | 254,891 | $38,975,312 | 17.52% |
Halpern Financial, Inc. | 281,683 | $43,334,118 | 14.96% |
Praetorian Wealth Management, Inc. | 283,325 | $43,586,718 | 13.85% |
Powell Investment Advisors, LLC | 138,335 | $21,397,622 | 12.86% |
FINANCIAL LIFE ADVISORS | 177,823 | $27,356,344 | 11.77% |
LVZ, Inc. | 458,002 | $70,459,044 | 11.36% |
INSTRUMENTAL WEALTH, LLC | 58,076 | $9,034,945 | 10.55% |