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 | $2,405,335 | -5.4% | 15,635 | -0.8% | 2.13% | -4.0% |
Q2 2023 | $2,541,854 | -0.8% | 15,769 | -6.6% | 2.22% | -5.1% |
Q1 2023 | $2,563,327 | +4.6% | 16,891 | +0.0% | 2.34% | -3.9% |
Q4 2022 | $2,450,008 | +16.2% | 16,888 | +2.9% | 2.44% | +8.3% |
Q3 2022 | $2,109,000 | -1.4% | 16,414 | +5.5% | 2.25% | +4.3% |
Q2 2022 | $2,138,000 | -12.5% | 15,557 | -0.8% | 2.16% | +14.9% |
Q1 2022 | $2,443,000 | +1.5% | 15,687 | +2.1% | 1.88% | +10.3% |
Q4 2021 | $2,406,000 | – | 15,362 | – | 1.70% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HOME FEDERAL BANK OF TENNESSEE | 519,429 | $49,995,000 | 27.23% |
LPWM LLC | 193,875 | $18,660,000 | 20.33% |
AMARILLO NATIONAL BANK | 394,027 | $37,925,000 | 15.64% |
Florin Court Capital LLP | 7,773 | $748,000 | 13.96% |
Halpern Financial, Inc. | 135,000 | $12,993,753 | 12.23% |
Salomon & Ludwin, LLC | 445,955 | $42,923,000 | 11.04% |
Strategic Wealth Partners Group, LLC | 370,968 | $35,706,000 | 10.39% |
MIRSKY FINANCIAL MANAGEMENT CORP. | 143,724 | $13,833,000 | 9.76% |
Powell Investment Advisors, LLC | 77,949 | $7,503,000 | 9.09% |
Blue Zone Wealth Advisors, LLC | 100,614 | $9,684,000 | 9.08% |