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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $9,634,000 | -2.8% | 70,086 | +10.1% | 0.36% | +14.2% |
| Q1 2022 | $9,912,000 | +9.4% | 63,655 | +10.1% | 0.32% | +12.4% |
| Q4 2021 | $9,058,000 | +11.2% | 57,833 | +3.3% | 0.28% | +4.1% |
| Q3 2021 | $8,143,000 | -55.9% | 55,998 | -55.2% | 0.27% | -27.2% |
| Q2 2021 | $18,452,000 | +3.7% | 124,984 | -0.8% | 0.37% | -1.1% |
| Q1 2021 | $17,797,000 | +9.2% | 126,011 | -1.0% | 0.38% | +5.0% |
| Q4 2020 | $16,294,000 | – | 127,283 | – | 0.36% | – |
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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% |