ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,022 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $302,911 | -13.4% | 1,969 | -9.2% | 0.01% | -15.4% |
| Q2 2023 | $349,622 | +6.2% | 2,169 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $329,168 | +4.6% | 2,169 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $314,657 | +12.8% | 2,169 | 0.0% | 0.01% | +8.3% |
| Q3 2022 | $279,000 | -6.4% | 2,169 | 0.0% | 0.01% | -7.7% |
| Q2 2022 | $298,000 | -19.2% | 2,169 | -8.4% | 0.01% | -7.1% |
| Q1 2022 | $369,000 | -1.1% | 2,369 | -0.4% | 0.01% | 0.0% |
| Q4 2021 | $373,000 | +7.8% | 2,379 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $346,000 | -1.4% | 2,379 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $351,000 | -0.3% | 2,379 | -4.4% | 0.01% | -6.7% |
| Q1 2021 | $352,000 | +10.3% | 2,489 | 0.0% | 0.02% | +7.1% |
| Q4 2020 | $319,000 | +13.9% | 2,489 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $280,000 | -9.7% | 2,489 | -13.2% | 0.01% | -17.6% |
| Q2 2020 | $310,000 | +12.3% | 2,868 | 0.0% | 0.02% | -5.6% |
| Q1 2020 | $276,000 | -26.0% | 2,868 | 0.0% | 0.02% | -10.0% |
| Q4 2019 | $373,000 | – | 2,868 | – | 0.02% | – |
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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% |