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 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 | 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% |