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 2021 | $49,000 | -7.5% | 339 | -5.6% | 0.03% | -9.7% |
| Q2 2021 | $53,000 | +3.9% | 359 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $51,000 | -89.5% | 359 | -90.6% | 0.03% | -89.3% |
| Q4 2020 | $487,000 | -87.2% | 3,804 | +788.8% | 0.29% | -79.6% |
| Q3 2020 | $3,804,000 | +823.3% | 428 | -88.7% | 1.42% | +381.7% |
| Q2 2020 | $412,000 | +12.6% | 3,804 | 0.0% | 0.30% | -3.9% |
| Q1 2020 | $366,000 | -26.1% | 3,804 | 0.0% | 0.31% | -7.0% |
| Q4 2019 | $495,000 | +9.3% | 3,804 | 0.0% | 0.33% | -1.8% |
| Q3 2019 | $453,000 | +2.3% | 3,804 | 0.0% | 0.34% | +0.9% |
| Q2 2019 | $443,000 | +6.5% | 3,804 | +3.2% | 0.33% | +1.2% |
| Q1 2019 | $416,000 | – | 3,687 | – | 0.33% | – |
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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% |