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 2023 | $232 | -54.9% | 1,440 | -57.5% | 0.05% | -9.4% |
| Q1 2023 | $514 | +81.6% | 3,387 | +73.3% | 0.05% | +76.7% |
| Q4 2022 | $283 | -99.9% | 1,954 | +22.9% | 0.03% | +30.4% |
| Q3 2022 | $204,000 | -9.3% | 1,590 | -2.9% | 0.02% | 0.0% |
| Q2 2022 | $225,000 | -13.1% | 1,637 | -1.7% | 0.02% | +15.0% |
| Q1 2022 | $259,000 | -13.1% | 1,665 | -21.2% | 0.02% | -25.9% |
| Q1 2021 | $298,000 | -69.7% | 2,112 | -79.3% | 0.03% | -81.5% |
| Q1 2020 | $984,000 | -66.2% | 10,224 | -54.2% | 0.15% | -82.8% |
| Q4 2019 | $2,907,000 | +10.4% | 22,344 | +1.1% | 0.85% | +5.1% |
| Q3 2019 | $2,633,000 | -2.5% | 22,100 | -4.6% | 0.81% | -11.5% |
| Q2 2019 | $2,700,000 | +20.5% | 23,162 | +16.6% | 0.91% | +76.3% |
| Q1 2019 | $2,240,000 | +918.2% | 19,870 | +815.2% | 0.52% | +661.8% |
| Q4 2018 | $220,000 | +450.0% | 2,171 | +387.9% | 0.07% | +209.1% |
| Q3 2014 | $40,000 | – | 445 | – | 0.02% | – |
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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% |