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 | $1,199,337 | -4.6% | 7,796 | 0.0% | 0.14% | -8.5% |
Q2 2023 | $1,256,637 | +6.2% | 7,796 | 0.0% | 0.15% | -1.3% |
Q1 2023 | $1,183,121 | +2.4% | 7,796 | -2.2% | 0.16% | +4.7% |
Q4 2022 | $1,155,918 | -48.8% | 7,968 | -54.7% | 0.15% | -51.6% |
Q3 2022 | $2,259,000 | -6.3% | 17,575 | +0.1% | 0.31% | -4.1% |
Q2 2022 | $2,412,000 | -22.8% | 17,550 | -12.5% | 0.32% | -9.4% |
Q1 2022 | $3,125,000 | – | 20,065 | – | 0.35% | – |
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% |