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 | $3,474,475 | +4.6% | 22,585 | +9.6% | 1.92% | +4.1% |
| Q2 2023 | $3,320,190 | +17.5% | 20,598 | +10.6% | 1.84% | +4.4% |
| Q1 2023 | $2,826,074 | -47.6% | 18,622 | -49.9% | 1.77% | -53.2% |
| Q4 2022 | $5,389,208 | +13.1% | 37,149 | +0.2% | 3.78% | -2.0% |
| Q3 2022 | $4,766,000 | -1.4% | 37,084 | +5.5% | 3.86% | +5.7% |
| Q2 2022 | $4,833,000 | -11.2% | 35,160 | +0.6% | 3.65% | +10.9% |
| Q1 2022 | $5,441,000 | +4.8% | 34,940 | +5.4% | 3.29% | +5.9% |
| Q4 2021 | $5,191,000 | -5.5% | 33,138 | -12.3% | 3.11% | -19.2% |
| Q3 2021 | $5,495,000 | +1.9% | 37,788 | +3.4% | 3.84% | -1.8% |
| Q2 2021 | $5,395,000 | +120.6% | 36,539 | +111.0% | 3.91% | +98.9% |
| Q1 2021 | $2,446,000 | – | 17,321 | – | 1.97% | – |
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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% |