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 | $2,205,974 | -7.7% | 14,339 | -3.3% | 0.00% | 0.0% |
| Q2 2023 | $2,390,609 | +4.1% | 14,831 | -2.0% | 0.00% | 0.0% |
| Q1 2023 | $2,295,673 | +15.7% | 15,127 | +10.6% | 0.00% | +100.0% |
| Q4 2022 | $1,983,832 | +7.5% | 13,675 | -4.8% | 0.00% | 0.0% |
| Q3 2022 | $1,846,000 | -7.7% | 14,365 | -1.3% | 0.00% | 0.0% |
| Q2 2022 | $2,001,000 | -7.5% | 14,560 | +4.8% | 0.00% | 0.0% |
| Q1 2022 | $2,164,000 | – | 13,894 | – | 0.00% | – |
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% |