ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,022 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,043,103 | +3.2% | 80,298 | +10.9% | 2.82% | -7.6% |
| Q2 2023 | $11,674,931 | +6.5% | 72,430 | +0.3% | 3.05% | -3.5% |
| Q1 2023 | $10,962,552 | +4.7% | 72,236 | +0.1% | 3.16% | -3.9% |
| Q4 2022 | $10,466,355 | +15.5% | 72,147 | +2.3% | 3.29% | +2.9% |
| Q3 2022 | $9,063,000 | -6.1% | 70,514 | +0.4% | 3.20% | -2.1% |
| Q2 2022 | $9,652,000 | -11.6% | 70,219 | +0.2% | 3.27% | +5.0% |
| Q1 2022 | $10,916,000 | -0.2% | 70,099 | +0.3% | 3.11% | +5.6% |
| Q4 2021 | $10,942,000 | +8.1% | 69,857 | +0.3% | 2.94% | -8.4% |
| Q3 2021 | $10,123,000 | -0.2% | 69,614 | +1.3% | 3.21% | -3.3% |
| Q2 2021 | $10,145,000 | +0.8% | 68,717 | -3.5% | 3.32% | -7.9% |
| Q1 2021 | $10,062,000 | +10.8% | 71,243 | +0.4% | 3.61% | +5.7% |
| Q4 2020 | $9,085,000 | +52.1% | 70,964 | +33.6% | 3.41% | +33.3% |
| Q3 2020 | $5,975,000 | +4.0% | 53,132 | +0.1% | 2.56% | -4.4% |
| Q2 2020 | $5,743,000 | +193.8% | 53,072 | +161.2% | 2.68% | +144.7% |
| Q1 2020 | $1,955,000 | – | 20,315 | – | 1.09% | – |
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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% |