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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $361,000 | -11.5% | 2,623 | +0.1% | 0.09% | -2.1% |
| Q1 2022 | $408,000 | -0.5% | 2,621 | +0.0% | 0.10% | +4.4% |
| Q4 2021 | $410,000 | +25.4% | 2,620 | +16.4% | 0.09% | +15.2% |
| Q3 2021 | $327,000 | -1.5% | 2,250 | 0.0% | 0.08% | -3.7% |
| Q2 2021 | $332,000 | +4.4% | 2,250 | 0.0% | 0.08% | +3.8% |
| Q1 2021 | $318,000 | +10.4% | 2,250 | 0.0% | 0.08% | +5.3% |
| Q4 2020 | $288,000 | +13.8% | 2,250 | 0.0% | 0.08% | 0.0% |
| Q3 2020 | $253,000 | +4.1% | 2,250 | 0.0% | 0.08% | -1.3% |
| Q2 2020 | $243,000 | +12.0% | 2,250 | 0.0% | 0.08% | +5.6% |
| Q1 2020 | $217,000 | -25.9% | 2,250 | 0.0% | 0.07% | -6.5% |
| Q4 2019 | $293,000 | +9.3% | 2,250 | 0.0% | 0.08% | +5.5% |
| Q3 2019 | $268,000 | – | 2,250 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 422,168 | $66,124,000 | 21.89% |
| LPWM LLC | 236,761 | $37,084,000 | 19.67% |
| Halpern Financial, Inc. | 212,453 | $33,276,519 | 14.24% |
| LVZ, Inc. | 604,819 | $94,733,000 | 12.66% |
| Praetorian Wealth Management, Inc. | 231,868 | $36,317,000 | 11.79% |
| Powell Investment Advisors, LLC | 127,195 | $19,923,000 | 11.32% |
| MMA ASSET MANAGEMENT LLC | 93,551 | $14,653,000 | 10.36% |
| FINANCIAL LIFE ADVISORS | 166,005 | $26,001,000 | 10.24% |
| AMARILLO NATIONAL BANK | 325,575 | $50,995,000 | 9.98% |
| Strategic Wealth Partners Group, LLC | 343,916 | $53,868,000 | 9.34% |