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 | $3,226,651 | -2.8% | 20,974 | +1.8% | 2.65% | +2.0% |
| Q2 2023 | $3,320,203 | +6.3% | 20,598 | +0.0% | 2.60% | +0.8% |
| Q1 2023 | $3,124,749 | -4.3% | 20,590 | -8.5% | 2.58% | -5.1% |
| Q4 2022 | $3,265,014 | +16.8% | 22,506 | +3.5% | 2.72% | +4.5% |
| Q3 2022 | $2,796,000 | -23.8% | 21,749 | -18.5% | 2.60% | -18.0% |
| Q2 2022 | $3,668,000 | -3.8% | 26,684 | +9.0% | 3.17% | +10.1% |
| Q1 2022 | $3,812,000 | +0.9% | 24,481 | +1.5% | 2.88% | +2.3% |
| Q4 2021 | $3,777,000 | – | 24,112 | – | 2.82% | – |
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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% |