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 | $29,946,772 | -9.8% | 152,064 | -7.5% | 0.31% | -5.7% |
| Q2 2023 | $33,192,372 | +15.1% | 164,320 | +2.0% | 0.33% | +11.1% |
| Q1 2023 | $28,843,461 | -0.8% | 161,157 | -3.0% | 0.30% | -6.6% |
| Q4 2022 | $29,085,661 | +4.1% | 166,154 | -6.5% | 0.32% | +0.6% |
| Q3 2022 | $27,930,442 | +3.0% | 177,627 | +3.8% | 0.32% | +3.9% |
| Q2 2022 | $27,125,115 | -6.1% | 171,108 | +2.6% | 0.30% | +8.2% |
| Q1 2022 | $28,895,582 | -21.4% | 166,731 | -13.9% | 0.28% | -21.2% |
| Q4 2021 | $36,771,017 | – | 193,623 | – | 0.36% | – |
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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% |