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 | $1,798,543 | -4.5% | 11,691 | +0.1% | 0.65% | -4.7% |
| Q2 2023 | $1,882,537 | +3.4% | 11,679 | -2.6% | 0.68% | -2.7% |
| Q1 2023 | $1,820,295 | +5.3% | 11,995 | +0.7% | 0.70% | -0.3% |
| Q4 2022 | $1,728,652 | +3.6% | 11,916 | -8.3% | 0.71% | -14.5% |
| Q3 2022 | $1,669,000 | -6.6% | 12,988 | -0.0% | 0.83% | -2.6% |
| Q2 2022 | $1,786,000 | -15.0% | 12,992 | -3.8% | 0.85% | -12.8% |
| Q1 2022 | $2,102,000 | -1.1% | 13,501 | -0.5% | 0.97% | -6.5% |
| Q4 2021 | $2,125,000 | +5.4% | 13,567 | -2.1% | 1.04% | -19.3% |
| Q3 2021 | $2,016,000 | -2.8% | 13,864 | -1.3% | 1.29% | -8.3% |
| Q2 2021 | $2,074,000 | +1.8% | 14,045 | -2.6% | 1.41% | -11.2% |
| Q1 2021 | $2,038,000 | +9.3% | 14,426 | -0.9% | 1.58% | -1.6% |
| Q4 2020 | $1,864,000 | – | 14,562 | – | 1.61% | – |
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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% |