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 | $358 | -3.8% | 2,329 | +1.0% | 0.06% | 0.0% |
| Q2 2023 | $372 | +10.1% | 2,307 | +3.6% | 0.06% | +5.7% |
| Q1 2023 | $338 | +5.0% | 2,226 | +0.4% | 0.05% | 0.0% |
| Q4 2022 | $322 | -99.9% | 2,217 | +0.5% | 0.05% | 0.0% |
| Q3 2022 | $283,000 | -6.0% | 2,206 | +0.6% | 0.05% | -1.9% |
| Q2 2022 | $301,000 | -11.5% | 2,192 | +0.4% | 0.05% | -11.5% |
| Q1 2022 | $340,000 | -2.6% | 2,184 | -2.0% | 0.06% | -9.0% |
| Q4 2021 | $349,000 | +8.0% | 2,228 | +0.4% | 0.07% | -1.5% |
| Q3 2021 | $323,000 | -3.9% | 2,219 | -2.4% | 0.07% | -5.6% |
| Q2 2021 | $336,000 | +5.0% | 2,273 | +0.3% | 0.07% | -5.3% |
| Q1 2021 | $320,000 | -5.3% | 2,266 | -14.1% | 0.08% | -8.4% |
| Q4 2020 | $338,000 | +8.3% | 2,637 | -4.9% | 0.08% | 0.0% |
| Q3 2020 | $312,000 | -14.3% | 2,772 | -17.6% | 0.08% | -21.0% |
| Q2 2020 | $364,000 | -2.9% | 3,363 | -13.8% | 0.10% | -10.3% |
| Q1 2020 | $375,000 | – | 3,900 | – | 0.12% | – |
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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% |