ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,037 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $363,524 | -68.9% | 2,363 | -67.4% | 0.00% | -66.7% |
| Q2 2023 | $1,170,078 | +309.7% | 7,259 | +285.7% | 0.01% | +500.0% |
| Q1 2023 | $285,612 | -96.4% | 1,882 | -96.9% | 0.00% | -97.9% |
| Q3 2022 | $7,865,000 | +16.6% | 61,199 | +24.7% | 0.05% | +42.4% |
| Q2 2022 | $6,748,000 | +38.0% | 49,090 | +56.4% | 0.03% | +153.8% |
| Q1 2022 | $4,889,000 | -1.0% | 31,393 | -0.4% | 0.01% | +62.5% |
| Q4 2021 | $4,939,000 | +78.8% | 31,531 | +66.0% | 0.01% | +60.0% |
| Q3 2021 | $2,763,000 | – | 19,000 | – | 0.01% | – |
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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% |