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 | $4,556,583 | -55.9% | 30,025 | -57.9% | 7.28% | +13.4% |
| Q4 2022 | $10,335,997 | +13.5% | 71,248 | +0.6% | 6.42% | +8.1% |
| Q3 2022 | $9,103,000 | +20.9% | 70,831 | +29.3% | 5.94% | +25.4% |
| Q2 2022 | $7,531,000 | -7.4% | 54,789 | +4.9% | 4.74% | +4.4% |
| Q1 2022 | $8,130,000 | -26.6% | 52,209 | -26.2% | 4.54% | -30.5% |
| Q4 2021 | $11,075,000 | – | 70,708 | – | 6.52% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 405,131 | $62,325,359 | 23.11% |
| Quantitative Strategies, Inc. | 187,158 | $28,792,372 | 19.37% |
| Foundation Wealth Management, LLC | 121,130 | $18,634,505 | 18.62% |
| LPWM LLC | 254,891 | $38,975,312 | 17.52% |
| Halpern Financial, Inc. | 281,683 | $43,334,118 | 14.96% |
| Praetorian Wealth Management, Inc. | 283,325 | $43,586,718 | 13.85% |
| Powell Investment Advisors, LLC | 138,335 | $21,397,622 | 12.86% |
| FINANCIAL LIFE ADVISORS | 177,823 | $27,356,344 | 11.77% |
| LVZ, Inc. | 458,002 | $70,459,044 | 11.36% |
| INSTRUMENTAL WEALTH, LLC | 58,076 | $9,034,945 | 10.55% |