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 | $176 | -4.9% | 1,150 | 0.0% | 0.00% | – |
| Q2 2023 | $185 | +6.3% | 1,150 | 0.0% | 0.00% | – |
| Q1 2023 | $174 | +4.8% | 1,150 | 0.0% | 0.00% | – |
| Q4 2022 | $166 | -99.9% | 1,150 | 0.0% | 0.00% | – |
| Q3 2022 | $147,000 | -7.0% | 1,150 | 0.0% | 0.00% | – |
| Q2 2022 | $158,000 | -11.7% | 1,150 | 0.0% | 0.00% | – |
| Q1 2022 | $179,000 | -0.6% | 1,150 | 0.0% | 0.00% | – |
| Q4 2021 | $180,000 | +7.8% | 1,150 | 0.0% | 0.00% | – |
| Q3 2021 | $167,000 | -1.2% | 1,150 | 0.0% | 0.00% | – |
| Q2 2021 | $169,000 | +4.3% | 1,150 | 0.0% | 0.00% | – |
| Q1 2021 | $162,000 | +10.2% | 1,150 | 0.0% | 0.00% | – |
| Q4 2020 | $147,000 | +14.0% | 1,150 | 0.0% | 0.00% | – |
| Q3 2020 | $129,000 | +4.0% | 1,150 | 0.0% | 0.00% | – |
| Q2 2020 | $124,000 | -43.9% | 1,150 | -50.0% | 0.00% | – |
| Q1 2020 | $221,000 | -26.1% | 2,300 | 0.0% | 0.00% | – |
| Q4 2019 | $299,000 | +9.1% | 2,300 | 0.0% | 0.00% | – |
| Q3 2019 | $274,000 | +2.2% | 2,300 | 0.0% | 0.00% | – |
| Q2 2019 | $268,000 | +3.5% | 2,300 | 0.0% | 0.00% | – |
| Q1 2019 | $259,000 | +11.6% | 2,300 | 0.0% | 0.00% | – |
| Q4 2018 | $232,000 | -12.8% | 2,300 | 0.0% | 0.00% | – |
| Q3 2018 | $266,000 | +5.1% | 2,300 | 0.0% | 0.00% | – |
| Q2 2018 | $253,000 | – | 2,300 | – | 0.00% | – |
Download | ||||||
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% |