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 | $362,262 | +24.8% | 2,342 | +30.0% | 0.02% | +33.3% |
| Q2 2023 | $290,304 | +33.0% | 1,801 | +25.2% | 0.01% | +20.0% |
| Q1 2023 | $218,231 | +4.6% | 1,438 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $208,611 | -20.1% | 1,438 | -14.0% | 0.01% | -9.1% |
| Q1 2022 | $261,000 | +6.1% | 1,673 | +6.4% | 0.01% | +10.0% |
| Q4 2021 | $246,000 | +7.9% | 1,572 | +0.2% | 0.01% | 0.0% |
| Q3 2021 | $228,000 | -1.7% | 1,569 | 0.0% | 0.01% | -9.1% |
| Q2 2021 | $232,000 | +5.0% | 1,569 | +0.1% | 0.01% | 0.0% |
| Q1 2021 | $221,000 | – | 1,567 | – | 0.01% | – |
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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% |