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 | $17,166 | -1.7% | 111,582 | +3.0% | 0.64% | +0.8% |
| Q2 2023 | $17,457 | +11.0% | 108,301 | +4.5% | 0.63% | +5.0% |
| Q1 2023 | $15,721 | +10.0% | 103,592 | +5.1% | 0.60% | +3.2% |
| Q4 2022 | $14,294 | -99.8% | 98,531 | +36.0% | 0.58% | +28.3% |
| Q3 2022 | $9,312,000 | -2.3% | 72,458 | +4.5% | 0.46% | +5.6% |
| Q2 2022 | $9,530,000 | -4.2% | 69,330 | +8.5% | 0.43% | +1.2% |
| Q1 2022 | $9,950,000 | -0.6% | 63,898 | -0.0% | 0.43% | -1.8% |
| Q4 2021 | $10,013,000 | -14.6% | 63,925 | -20.7% | 0.44% | -21.9% |
| Q3 2021 | $11,725,000 | +3.1% | 80,627 | +4.7% | 0.56% | +2.0% |
| Q2 2021 | $11,374,000 | +4.7% | 77,042 | +0.2% | 0.55% | -5.5% |
| Q1 2021 | $10,863,000 | +172.3% | 76,915 | +146.8% | 0.58% | +137.9% |
| Q4 2020 | $3,989,000 | – | 31,160 | – | 0.24% | – |
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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% |