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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $238,452 | -27.8% | 1,550 | -24.4% | 0.01% | 0.0% |
| Q2 2023 | $330,440 | +6.2% | 2,050 | 0.0% | 0.01% | -7.1% |
| Q1 2023 | $311,108 | +4.6% | 2,050 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $297,394 | +20.9% | 2,050 | +7.0% | 0.01% | +27.3% |
| Q3 2022 | $246,000 | +12.3% | 1,915 | +35.9% | 0.01% | +22.2% |
| Q1 2022 | $219,000 | -2.7% | 1,409 | -2.2% | 0.01% | -10.0% |
| Q4 2021 | $225,000 | +7.7% | 1,440 | +0.1% | 0.01% | 0.0% |
| Q3 2021 | $209,000 | +4.0% | 1,438 | +5.7% | 0.01% | 0.0% |
| Q2 2021 | $201,000 | -23.6% | 1,361 | -26.9% | 0.01% | -28.6% |
| Q1 2021 | $263,000 | -99.8% | 1,862 | +72.9% | 0.01% | +75.0% |
| Q4 2020 | $137,830,000 | +13.8% | 1,077 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $121,067,000 | – | 1,077 | – | 0.01% | – |
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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% |