ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,046 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,360,582 | -9.6% | 8,894 | -4.7% | 0.24% | -9.0% |
| Q2 2023 | $1,505,028 | +4.8% | 9,337 | -1.3% | 0.27% | -4.3% |
| Q1 2023 | $1,436,104 | +3.2% | 9,463 | -1.3% | 0.28% | -5.4% |
| Q4 2022 | $1,391,512 | +12.9% | 9,592 | 0.0% | 0.30% | +0.3% |
| Q3 2022 | $1,233,000 | +8.0% | 9,592 | +15.3% | 0.29% | +8.1% |
| Q2 2022 | $1,142,000 | -21.0% | 8,320 | -10.2% | 0.27% | -6.2% |
| Q1 2022 | $1,445,000 | -5.4% | 9,270 | -4.9% | 0.29% | -5.2% |
| Q4 2021 | $1,527,000 | +0.1% | 9,743 | -7.2% | 0.31% | -35.2% |
| Q3 2021 | $1,526,000 | -4.3% | 10,496 | -3.0% | 0.47% | +0.4% |
| Q2 2021 | $1,595,000 | +15.2% | 10,817 | -0.0% | 0.47% | -13.6% |
| Q4 2020 | $1,385,000 | +19.8% | 10,821 | +5.0% | 0.54% | -10.2% |
| Q3 2020 | $1,156,000 | +4.7% | 10,310 | +1.2% | 0.61% | -21.2% |
| Q2 2020 | $1,104,000 | +21.5% | 10,190 | +7.6% | 0.77% | -14.5% |
| Q1 2020 | $909,000 | -26.2% | 9,473 | 0.0% | 0.90% | -13.0% |
| Q4 2019 | $1,232,000 | – | 9,473 | – | 1.03% | – |
Download | ||||||
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% |