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 2023 | $3,724,795 | +1.5% | 23,108 | -4.4% | 0.42% | -22.4% |
| Q1 2023 | $3,669,521 | +29.8% | 24,180 | +17.6% | 0.55% | -28.0% |
| Q2 2022 | $2,827,000 | -11.8% | 20,569 | -0.1% | 0.76% | +49.2% |
| Q1 2022 | $3,205,000 | +7.2% | 20,581 | +0.1% | 0.51% | -7.9% |
| Q3 2021 | $2,991,000 | -49.1% | 20,569 | -48.4% | 0.55% | -53.1% |
| Q2 2021 | $5,880,000 | +102.4% | 39,824 | +93.6% | 1.18% | +43.3% |
| Q1 2021 | $2,905,000 | +10.1% | 20,569 | -0.2% | 0.82% | -3.1% |
| Q4 2020 | $2,638,000 | +18.3% | 20,604 | +0.0% | 0.85% | -7.7% |
| Q3 2020 | $2,229,000 | – | 20,603 | – | 0.92% | – |
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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% |