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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $291,531 | -42.0% | 1,921 | -44.6% | 0.08% | -43.0% |
| Q4 2022 | $502,697 | -23.3% | 3,465 | -32.0% | 0.14% | -30.4% |
| Q3 2022 | $655,000 | -5.9% | 5,096 | +0.7% | 0.19% | 0.0% |
| Q2 2022 | $696,000 | +55.7% | 5,060 | +76.2% | 0.19% | +76.4% |
| Q1 2022 | $447,000 | +14.6% | 2,871 | +15.3% | 0.11% | +20.9% |
| Q4 2021 | $390,000 | +8.3% | 2,490 | +0.6% | 0.09% | +5.8% |
| Q3 2021 | $360,000 | +5.0% | 2,476 | +6.7% | 0.09% | +4.9% |
| Q2 2021 | $343,000 | -0.3% | 2,321 | -4.8% | 0.08% | -5.7% |
| Q1 2021 | $344,000 | – | 2,437 | – | 0.09% | – |
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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% |