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 | $492,288 | -6.2% | 3,200 | -1.7% | 0.29% | -1.7% |
Q2 2023 | $524,835 | +6.2% | 3,256 | 0.0% | 0.30% | +1.0% |
Q1 2023 | $494,131 | +1.2% | 3,256 | -3.3% | 0.30% | -14.5% |
Q4 2022 | $488,460 | +14.9% | 3,367 | +1.7% | 0.34% | -6.2% |
Q3 2022 | $425,000 | -6.6% | 3,310 | +0.0% | 0.37% | -5.2% |
Q2 2022 | $455,000 | -11.7% | 3,309 | 0.0% | 0.39% | -7.0% |
Q1 2022 | $515,000 | -11.4% | 3,309 | -10.8% | 0.42% | -7.1% |
Q4 2021 | $581,000 | – | 3,708 | – | 0.45% | – |
Download |
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% |