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 | $1,335,950 | -6.0% | 8,684 | -1.5% | 0.16% | -4.3% |
| Q2 2023 | $1,421,479 | +3.1% | 8,819 | -2.9% | 0.16% | +11.7% |
| Q1 2023 | $1,379,081 | +98335.5% | 9,087 | -5.9% | 0.14% | -2.0% |
| Q4 2022 | $1,401 | -99.9% | 9,660 | -0.5% | 0.15% | -0.7% |
| Q3 2022 | $1,248,000 | +8.1% | 9,710 | +15.6% | 0.15% | +15.5% |
| Q2 2022 | $1,155,000 | -54.5% | 8,401 | -48.3% | 0.13% | +4.0% |
| Q1 2022 | $2,538,000 | +113.1% | 16,254 | +113.8% | 0.12% | +5.1% |
| Q4 2021 | $1,191,000 | +5.3% | 7,604 | -2.3% | 0.12% | -8.5% |
| Q3 2021 | $1,131,000 | +8.9% | 7,780 | +5.8% | 0.13% | -14.0% |
| Q2 2021 | $1,039,000 | 0.0% | 7,354 | 0.0% | 0.15% | -19.4% |
| Q1 2021 | $1,039,000 | +37.8% | 7,354 | +24.8% | 0.19% | +24.8% |
| Q4 2020 | $754,000 | – | 5,893 | – | 0.15% | – |
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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% |