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 | $2,614,511 | -52.3% | 16,995 | -50.0% | 0.25% | +2.8% |
| Q2 2023 | $5,478,848 | +108.3% | 33,990 | +96.1% | 0.25% | +1.2% |
| Q1 2023 | $2,629,849 | -47.9% | 17,329 | -50.2% | 0.24% | +5.7% |
| Q4 2022 | $5,047,276 | +125.7% | 34,792 | +100.0% | 0.23% | +4.5% |
| Q3 2022 | $2,236,000 | -7.9% | 17,396 | -1.5% | 0.22% | -6.8% |
| Q2 2022 | $2,428,000 | -11.7% | 17,664 | 0.0% | 0.24% | -7.8% |
| Q1 2022 | $2,751,000 | -0.6% | 17,664 | 0.0% | 0.26% | +2.4% |
| Q4 2021 | $2,767,000 | – | 17,664 | – | 0.25% | – |
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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% |