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 | $43,334,118 | -4.8% | 281,683 | -0.3% | 14.96% | -4.1% |
| Q2 2023 | $45,536,664 | +10.0% | 282,503 | +3.6% | 15.60% | +4.8% |
| Q1 2023 | $41,390,269 | +3.9% | 272,735 | -0.7% | 14.88% | +1.9% |
| Q4 2022 | $39,850,734 | +13.8% | 274,700 | +0.8% | 14.61% | +5.4% |
| Q3 2022 | $35,031,858 | -1.4% | 272,579 | +5.5% | 13.87% | +0.1% |
| Q2 2022 | $35,515,545 | -2.2% | 258,370 | +10.8% | 13.85% | +3.4% |
| Q1 2022 | $36,310,484 | +9.1% | 233,178 | +9.8% | 13.39% | -6.0% |
| Q4 2021 | $33,276,519 | +12.6% | 212,453 | +4.5% | 14.24% | +4.0% |
| Q3 2021 | $29,556,911 | +10.7% | 203,252 | +12.4% | 13.70% | +9.0% |
| Q2 2021 | $26,699,518 | +11.5% | 180,842 | +6.7% | 12.57% | +8.5% |
| Q1 2021 | $23,940,468 | +16.5% | 169,502 | +5.6% | 11.59% | +8.4% |
| Q4 2020 | $20,551,311 | +18.6% | 160,532 | +4.2% | 10.69% | +4.3% |
| Q3 2020 | $17,325,400 | +8.6% | 154,072 | +4.5% | 10.24% | -3.2% |
| Q2 2020 | $15,958,815 | +22.8% | 147,480 | +9.2% | 10.58% | -13.5% |
| Q1 2020 | $12,993,753 | -20.4% | 135,000 | +7.6% | 12.23% | -3.9% |
| Q4 2019 | $16,324,937 | – | 125,490 | – | 12.72% | – |
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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% |