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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $10,357,620 | +430.5% | 68,250 | +407.1% | 0.42% | +336.5% |
| Q4 2022 | $1,952,497 | -43.8% | 13,459 | -50.2% | 0.10% | -42.2% |
| Q3 2022 | $3,473,000 | +106.4% | 27,025 | +120.7% | 0.17% | +102.4% |
| Q2 2022 | $1,683,000 | +124.7% | 12,245 | +141.3% | 0.08% | +182.8% |
| Q2 2021 | $749,000 | +75.0% | 5,075 | +14.0% | 0.03% | -44.2% |
| Q1 2020 | $428,000 | -92.8% | 4,450 | -91.7% | 0.05% | -83.0% |
| Q2 2018 | $5,928,000 | -54.6% | 53,823 | -61.7% | 0.31% | -55.1% |
| Q2 2016 | $13,062,000 | -29.7% | 140,600 | -31.9% | 0.68% | -40.8% |
| Q1 2016 | $18,580,000 | – | 206,600 | – | 1.15% | – |
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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% |