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 | $19 | -5.0% | 125 | 0.0% | 0.02% | -4.5% |
| Q2 2023 | $20 | +5.3% | 125 | 0.0% | 0.02% | -8.3% |
| Q1 2023 | $19 | -42.4% | 125 | -44.4% | 0.02% | -41.5% |
| Q4 2022 | $33 | -99.9% | 225 | -23.7% | 0.04% | -14.6% |
| Q3 2022 | $38,000 | -7.3% | 295 | 0.0% | 0.05% | -4.0% |
| Q2 2022 | $41,000 | -10.9% | 295 | 0.0% | 0.05% | +2.0% |
| Q1 2022 | $46,000 | -4.2% | 295 | -3.3% | 0.05% | 0.0% |
| Q4 2021 | $48,000 | +9.1% | 305 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $44,000 | -2.2% | 305 | 0.0% | 0.05% | +6.5% |
| Q2 2021 | $45,000 | +4.7% | 305 | 0.0% | 0.05% | +24.3% |
| Q1 2021 | $43,000 | +10.3% | 305 | 0.0% | 0.04% | +15.6% |
| Q4 2020 | $39,000 | +14.7% | 305 | 0.0% | 0.03% | -3.0% |
| Q3 2020 | $34,000 | -30.6% | 305 | -33.0% | 0.03% | -26.7% |
| Q2 2020 | $49,000 | +11.4% | 455 | 0.0% | 0.04% | -2.2% |
| Q1 2020 | $44,000 | -25.4% | 455 | 0.0% | 0.05% | -2.1% |
| Q4 2019 | $59,000 | -18.1% | 455 | -24.8% | 0.05% | -20.3% |
| Q3 2019 | $72,000 | +1.4% | 605 | 0.0% | 0.06% | +7.3% |
| Q2 2019 | $71,000 | +4.4% | 605 | 0.0% | 0.06% | +1.9% |
| Q1 2019 | $68,000 | -4.2% | 605 | -14.2% | 0.05% | -14.3% |
| Q4 2018 | $71,000 | -13.4% | 705 | 0.0% | 0.06% | +1.6% |
| Q3 2018 | $82,000 | +5.1% | 705 | 0.0% | 0.06% | +8.8% |
| Q2 2018 | $78,000 | +1.3% | 705 | 0.0% | 0.06% | -8.1% |
| Q1 2018 | $77,000 | -4.9% | 705 | 0.0% | 0.06% | 0.0% |
| Q4 2017 | $81,000 | – | 705 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 405,131 | $62,325,359 | 23.11% |
| Quantitative Strategies, Inc. | 187,158 | $28,792,372 | 19.37% |
| Foundation Wealth Management, LLC | 121,130 | $18,634,505 | 18.62% |
| LPWM LLC | 254,891 | $38,975,312 | 17.52% |
| Halpern Financial, Inc. | 281,683 | $43,334,118 | 14.96% |
| Praetorian Wealth Management, Inc. | 283,325 | $43,586,718 | 13.85% |
| Powell Investment Advisors, LLC | 138,335 | $21,397,622 | 12.86% |
| FINANCIAL LIFE ADVISORS | 177,823 | $27,356,344 | 11.77% |
| LVZ, Inc. | 458,002 | $70,459,044 | 11.36% |
| INSTRUMENTAL WEALTH, LLC | 58,076 | $9,034,945 | 10.55% |