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 | $12,782,672 | +891.6% | 83,091 | +939.0% | 0.04% | +200.0% |
| Q2 2023 | $1,289,057 | -7.1% | 7,997 | -12.5% | 0.01% | -12.5% |
| Q1 2023 | $1,387,648 | +213.0% | 9,144 | +215.5% | 0.02% | +166.7% |
| Q4 2022 | $443,372 | +5.3% | 2,898 | -9.6% | 0.01% | 0.0% |
| Q3 2022 | $421,000 | +2.7% | 3,205 | +8.8% | 0.01% | 0.0% |
| Q2 2022 | $410,000 | -32.6% | 2,947 | -24.2% | 0.01% | -25.0% |
| Q1 2022 | $608,000 | 0.0% | 3,890 | -1.6% | 0.01% | -11.1% |
| Q4 2021 | $608,000 | -0.3% | 3,952 | -0.5% | 0.01% | 0.0% |
| Q3 2021 | $610,000 | +34.1% | 3,973 | +29.2% | 0.01% | +28.6% |
| Q2 2021 | $455,000 | +64.3% | 3,074 | +59.1% | 0.01% | +40.0% |
| Q1 2021 | $277,000 | +9.5% | 1,932 | 0.0% | 0.01% | -16.7% |
| Q4 2020 | $253,000 | +12.4% | 1,932 | +1.3% | 0.01% | 0.0% |
| Q3 2020 | $225,000 | +4.2% | 1,908 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $216,000 | -64.8% | 1,908 | -66.9% | 0.01% | -72.7% |
| Q1 2020 | $614,000 | -80.3% | 5,761 | -76.0% | 0.02% | -80.0% |
| Q4 2019 | $3,124,000 | +53.6% | 24,006 | +40.3% | 0.11% | +34.1% |
| Q3 2019 | $2,034,000 | +125.0% | 17,114 | +126.6% | 0.08% | +105.0% |
| Q2 2019 | $904,000 | – | 7,553 | – | 0.04% | – |
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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% |