ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,089 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,166 | -11.4% | 14,077 | -7.2% | 0.11% | -7.7% |
| Q2 2023 | $2,446 | -6.1% | 15,175 | -11.6% | 0.12% | -10.0% |
| Q1 2023 | $2,606 | +63.9% | 17,173 | +56.7% | 0.13% | +49.4% |
| Q4 2022 | $1,590 | -99.9% | 10,957 | -0.5% | 0.09% | +8.8% |
| Q3 2022 | $1,416,000 | -5.2% | 11,016 | +1.4% | 0.08% | -1.2% |
| Q2 2022 | $1,494,000 | -0.4% | 10,866 | +12.8% | 0.08% | +17.4% |
| Q1 2022 | $1,500,000 | +25.8% | 9,631 | +26.5% | 0.07% | +35.3% |
| Q4 2021 | $1,192,000 | +72.5% | 7,612 | +60.2% | 0.05% | +54.5% |
| Q3 2021 | $691,000 | -1.4% | 4,752 | +0.0% | 0.03% | 0.0% |
| Q2 2021 | $701,000 | +12.7% | 4,750 | +7.8% | 0.03% | -2.9% |
| Q1 2021 | $622,000 | – | 4,406 | – | 0.03% | – |
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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% |