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 | $19,905,406 | +73.6% | 129,390 | +81.9% | 2.48% | +69.3% |
| Q2 2023 | $11,468,291 | +573.5% | 71,148 | +534.1% | 1.46% | +550.7% |
| Q1 2023 | $1,702,814 | -10.0% | 11,220 | -13.9% | 0.22% | -14.1% |
| Q4 2022 | $1,891,391 | +5.3% | 13,038 | -6.7% | 0.26% | -7.7% |
| Q3 2022 | $1,797,000 | -7.7% | 13,980 | -1.3% | 0.28% | -3.7% |
| Q2 2022 | $1,947,000 | -24.0% | 14,165 | -13.9% | 0.30% | -13.5% |
| Q1 2022 | $2,563,000 | +367.7% | 16,457 | +370.3% | 0.34% | +394.2% |
| Q4 2021 | $548,000 | +7.9% | 3,499 | +0.2% | 0.07% | 0.0% |
| Q3 2021 | $508,000 | -1.0% | 3,491 | +0.4% | 0.07% | -1.4% |
| Q2 2021 | $513,000 | +13.5% | 3,477 | -1.6% | 0.07% | +4.5% |
| Q4 2020 | $452,000 | +13.9% | 3,534 | -0.0% | 0.07% | 0.0% |
| Q3 2020 | $397,000 | -98.4% | 3,535 | -98.4% | 0.07% | -98.4% |
| Q2 2020 | $24,181,000 | +6348.3% | 223,468 | +5638.8% | 4.31% | +4907.0% |
| Q1 2020 | $375,000 | -39.2% | 3,894 | -17.9% | 0.09% | -51.4% |
| Q4 2019 | $617,000 | +3.7% | 4,741 | -5.0% | 0.18% | -1.1% |
| Q3 2019 | $595,000 | -2.1% | 4,991 | -4.4% | 0.18% | -11.4% |
| Q2 2019 | $608,000 | +38.5% | 5,218 | +20.2% | 0.20% | +15.4% |
| Q4 2018 | $439,000 | -60.3% | 4,342 | -54.5% | 0.18% | -60.8% |
| Q3 2018 | $1,106,000 | +11.9% | 9,552 | +6.5% | 0.45% | +2.8% |
| Q2 2018 | $988,000 | +0.7% | 8,973 | 0.0% | 0.43% | -14.7% |
| Q1 2018 | $981,000 | -4.0% | 8,973 | +0.2% | 0.51% | +14.9% |
| Q4 2017 | $1,022,000 | +3.7% | 8,953 | -2.1% | 0.44% | -6.5% |
| Q3 2017 | $986,000 | -16.7% | 9,142 | -19.5% | 0.47% | -16.3% |
| Q2 2017 | $1,183,000 | +0.3% | 11,350 | +0.1% | 0.57% | -0.4% |
| Q1 2017 | $1,180,000 | +14.5% | 11,343 | +11.5% | 0.57% | +10.1% |
| Q4 2016 | $1,031,000 | – | 10,174 | – | 0.52% | – |
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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% |