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 | $252,101 | +6.2% | 1,564 | 0.0% | 0.11% | +0.9% |
| Q1 2023 | $237,352 | +4.6% | 1,564 | 0.0% | 0.11% | -7.0% |
| Q4 2022 | $226,889 | +12.9% | 1,564 | 0.0% | 0.11% | +0.9% |
| Q3 2022 | $201,000 | -6.5% | 1,564 | 0.0% | 0.11% | -6.6% |
| Q2 2022 | $215,000 | -15.4% | 1,564 | -4.2% | 0.12% | -0.8% |
| Q1 2022 | $254,000 | -0.8% | 1,632 | 0.0% | 0.12% | +4.3% |
| Q4 2021 | $256,000 | -12.9% | 1,632 | -18.2% | 0.12% | -18.2% |
| Q2 2021 | $294,000 | -35.5% | 1,994 | -38.2% | 0.14% | +12.6% |
| Q1 2021 | $456,000 | +20.6% | 3,228 | +9.3% | 0.13% | +11.4% |
| Q4 2020 | $378,000 | +656.0% | 2,952 | +428.1% | 0.11% | +31.0% |
| Q1 2016 | $50,000 | +2.0% | 559 | 0.0% | 0.09% | +89.1% |
| Q4 2015 | $49,000 | +880.0% | 559 | +773.4% | 0.05% | +475.0% |
| Q3 2015 | $5,000 | -92.4% | 64 | -91.1% | 0.01% | -86.7% |
| Q1 2015 | $66,000 | – | 717 | – | 0.06% | – |
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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% |