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 | $1,716,047 | -4.2% | 11,155 | +0.5% | 0.89% | -2.7% |
| Q2 2023 | $1,791,587 | +7.0% | 11,095 | +0.6% | 0.92% | -4.8% |
| Q1 2023 | $1,674,593 | +5.2% | 11,034 | +0.5% | 0.96% | -1.4% |
| Q4 2022 | $1,592,014 | +14.5% | 10,974 | +1.5% | 0.98% | +1.2% |
| Q3 2022 | $1,390,000 | -5.6% | 10,814 | +1.1% | 0.96% | -3.7% |
| Q2 2022 | $1,473,000 | -10.5% | 10,698 | +1.4% | 1.00% | +0.2% |
| Q1 2022 | $1,646,000 | +1.6% | 10,547 | +1.0% | 1.00% | -3.6% |
| Q4 2021 | $1,620,000 | – | 10,444 | – | 1.04% | – |
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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% |