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 | $333,778 | -16.3% | 2,170 | -12.3% | 0.33% | -11.4% |
| Q2 2023 | $398,578 | +4.4% | 2,473 | -1.7% | 0.38% | +0.8% |
| Q1 2023 | $381,629 | +6.3% | 2,515 | +1.7% | 0.37% | +11.7% |
| Q4 2022 | $358,851 | +13.6% | 2,474 | +0.7% | 0.33% | +6.4% |
| Q3 2022 | $316,000 | +10.5% | 2,456 | +18.1% | 0.31% | +18.5% |
| Q2 2022 | $286,000 | -11.7% | 2,080 | 0.0% | 0.26% | +6.0% |
| Q1 2022 | $324,000 | +7.3% | 2,080 | +8.0% | 0.25% | +11.6% |
| Q4 2021 | $302,000 | +5.6% | 1,926 | -2.1% | 0.22% | -7.1% |
| Q3 2021 | $286,000 | -2.4% | 1,968 | -0.7% | 0.24% | -4.7% |
| Q2 2021 | $293,000 | +4.3% | 1,982 | -0.3% | 0.25% | -5.9% |
| Q1 2021 | $281,000 | +38.4% | 1,987 | +25.3% | 0.27% | +33.2% |
| Q4 2020 | $203,000 | – | 1,586 | – | 0.20% | – |
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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% |