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 | $1,175,645 | -0.6% | 7,642 | +4.2% | 0.29% | +5.4% |
| Q2 2023 | $1,182,490 | +6.2% | 7,336 | 0.0% | 0.28% | +1.1% |
| Q1 2023 | $1,113,311 | +4.6% | 7,336 | 0.0% | 0.27% | -4.2% |
| Q4 2022 | $1,064,234 | +37.0% | 7,336 | +21.3% | 0.29% | +22.2% |
| Q3 2022 | $777,000 | -6.5% | 6,048 | 0.0% | 0.23% | -4.5% |
| Q2 2022 | $831,000 | -11.7% | 6,048 | 0.0% | 0.24% | +7.0% |
| Q1 2022 | $941,000 | -0.6% | 6,048 | 0.0% | 0.23% | 0.0% |
| Q4 2021 | $947,000 | +7.7% | 6,048 | 0.0% | 0.23% | +1.8% |
| Q3 2021 | $879,000 | -1.5% | 6,048 | 0.0% | 0.22% | -1.7% |
| Q2 2021 | $892,000 | +4.4% | 6,048 | 0.0% | 0.23% | -4.2% |
| Q1 2021 | $854,000 | +6.1% | 6,048 | 0.0% | 0.24% | +9.1% |
| Q4 2020 | $805,000 | – | 6,048 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 422,168 | $66,124,000 | 21.89% |
| LPWM LLC | 236,761 | $37,084,000 | 19.67% |
| Halpern Financial, Inc. | 212,453 | $33,276,519 | 14.24% |
| LVZ, Inc. | 604,819 | $94,733,000 | 12.66% |
| Praetorian Wealth Management, Inc. | 231,868 | $36,317,000 | 11.79% |
| Powell Investment Advisors, LLC | 127,195 | $19,923,000 | 11.32% |
| MMA ASSET MANAGEMENT LLC | 93,551 | $14,653,000 | 10.36% |
| FINANCIAL LIFE ADVISORS | 166,005 | $26,001,000 | 10.24% |
| AMARILLO NATIONAL BANK | 325,575 | $50,995,000 | 9.98% |
| Strategic Wealth Partners Group, LLC | 343,916 | $53,868,000 | 9.34% |