ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,028 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $506,534 | -4.5% | 2,783 | -1.9% | 0.55% | -0.7% |
| Q1 2024 | $530,167 | -6.6% | 2,838 | -13.1% | 0.56% | -14.7% |
| Q4 2023 | $567,577 | +13.0% | 3,264 | 0.0% | 0.65% | -1.4% |
| Q3 2023 | $502,134 | -4.6% | 3,264 | 0.0% | 0.66% | -6.6% |
| Q2 2023 | $526,124 | +6.2% | 3,264 | 0.0% | 0.71% | +2.9% |
| Q1 2023 | $495,345 | +100375.7% | 3,264 | -4.0% | 0.69% | -12.5% |
| Q4 2022 | $493 | -99.9% | 3,399 | 0.0% | 0.79% | +4.1% |
| Q3 2022 | $437,000 | -6.4% | 3,399 | 0.0% | 0.76% | -0.4% |
| Q2 2022 | $467,000 | -11.7% | 3,399 | 0.0% | 0.76% | -2.9% |
| Q1 2022 | $529,000 | -0.6% | 3,399 | 0.0% | 0.78% | +3.0% |
| Q4 2021 | $532,000 | – | 3,399 | – | 0.76% | – |
Download | ||||||
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% |