ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,022 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $193,839 | -8.6% | 1,260 | -4.3% | 0.07% | -9.1% |
| Q2 2023 | $212,126 | +6.2% | 1,316 | 0.0% | 0.08% | 0.0% |
| Q1 2023 | $199,716 | +4.6% | 1,316 | 0.0% | 0.08% | 0.0% |
| Q4 2022 | $190,912 | +13.0% | 1,316 | 0.0% | 0.08% | -6.1% |
| Q3 2022 | $169,000 | -6.6% | 1,316 | 0.0% | 0.08% | -2.4% |
| Q2 2022 | $181,000 | -11.7% | 1,316 | 0.0% | 0.08% | +2.4% |
| Q1 2022 | $205,000 | -0.5% | 1,316 | 0.0% | 0.08% | +7.9% |
| Q4 2021 | $206,000 | +7.9% | 1,316 | 0.0% | 0.08% | +1.3% |
| Q3 2021 | $191,000 | -1.5% | 1,316 | 0.0% | 0.08% | +2.7% |
| Q2 2021 | $194,000 | +4.3% | 1,316 | 0.0% | 0.07% | -1.4% |
| Q1 2021 | $186,000 | -0.5% | 1,316 | -10.0% | 0.07% | -6.3% |
| Q4 2020 | $187,000 | -5.6% | 1,463 | -17.1% | 0.08% | -17.7% |
| Q3 2020 | $198,000 | -33.1% | 1,764 | -35.6% | 0.10% | -29.9% |
| Q2 2020 | $296,000 | +12.1% | 2,738 | 0.0% | 0.14% | -2.8% |
| Q1 2020 | $264,000 | -50.7% | 2,738 | -33.5% | 0.14% | -43.6% |
| Q4 2019 | $536,000 | +64.4% | 4,120 | +50.5% | 0.25% | +44.5% |
| Q3 2019 | $326,000 | +2.2% | 2,738 | 0.0% | 0.17% | +2.4% |
| Q2 2019 | $319,000 | +3.2% | 2,738 | 0.0% | 0.17% | -1.7% |
| Q1 2019 | $309,000 | +11.6% | 2,738 | 0.0% | 0.17% | +29.3% |
| Q4 2018 | $277,000 | – | 2,738 | – | 0.13% | – |
Download | ||||||
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% |