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 | $3,487,505 | +119.9% | 22,701 | +128.7% | 0.17% | -14.7% |
Q2 2023 | $1,586,282 | -50.2% | 9,927 | -52.5% | 0.20% | +27.5% |
Q1 2023 | $3,182,758 | -4.5% | 20,879 | -9.1% | 0.16% | +3.2% |
Q4 2022 | $3,331,486 | +18.9% | 22,965 | +5.4% | 0.16% | -7.2% |
Q3 2022 | $2,801,000 | +4.2% | 21,796 | +11.4% | 0.17% | +7.1% |
Q2 2022 | $2,689,000 | -5.4% | 19,563 | +7.2% | 0.16% | +50.0% |
Q1 2022 | $2,842,000 | +36.8% | 18,248 | +37.6% | 0.10% | +36.8% |
Q4 2021 | $2,077,000 | – | 13,258 | – | 0.08% | – |
Download |
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% |