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 2022 | $334,000 | +10.6% | 2,596 | +18.2% | 0.03% | +18.5% |
| Q2 2022 | $302,000 | -11.7% | 2,196 | 0.0% | 0.03% | +3.8% |
| Q1 2022 | $342,000 | -0.6% | 2,196 | 0.0% | 0.03% | +4.0% |
| Q4 2021 | $344,000 | +1.8% | 2,196 | -5.4% | 0.02% | -3.8% |
| Q3 2021 | $338,000 | -21.6% | 2,321 | -20.5% | 0.03% | -21.2% |
| Q2 2021 | $431,000 | +4.4% | 2,921 | 0.0% | 0.03% | -5.7% |
| Q1 2021 | $413,000 | +10.4% | 2,921 | 0.0% | 0.04% | +6.1% |
| Q4 2020 | $374,000 | +14.0% | 2,921 | +0.1% | 0.03% | +6.5% |
| Q3 2020 | $328,000 | +2.5% | 2,919 | -1.2% | 0.03% | -6.1% |
| Q2 2020 | $320,000 | +13.9% | 2,954 | +1.2% | 0.03% | -5.7% |
| Q1 2020 | $281,000 | -26.1% | 2,919 | 0.0% | 0.04% | -5.4% |
| Q4 2019 | $380,000 | +19.1% | 2,919 | +9.0% | 0.04% | +15.6% |
| Q3 2019 | $319,000 | +2.2% | 2,678 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $312,000 | +3.3% | 2,678 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $302,000 | +11.4% | 2,678 | 0.0% | 0.03% | -27.3% |
| Q4 2018 | $271,000 | – | 2,678 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 467,574 | $59,859,000 | 23.71% |
| LPWM LLC | 208,165 | $26,649,000 | 19.89% |
| Willis Johnson & Associates, Inc. | 622,357 | $79,674,000 | 13.30% |
| MMA ASSET MANAGEMENT LLC | 91,276 | $11,685,000 | 11.36% |
| Powell Investment Advisors, LLC | 115,050 | $14,729,000 | 11.20% |
| Halpern Financial, Inc. | 160,532 | $20,551,311 | 10.69% |
| Praetorian Wealth Management, Inc. | 211,425 | $27,066,000 | 10.34% |
| FINANCIAL LIFE ADVISORS | 145,813 | $18,666,000 | 9.66% |
| Strategic Wealth Partners Group, LLC | 350,915 | $44,924,000 | 9.53% |
| AMARILLO NATIONAL BANK | 266,126 | $34,069,000 | 9.32% |