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 | $5,811,230 | -6.2% | 37,453 | -0.6% | 1.12% | -2.4% |
| Q2 2023 | $6,196,738 | +3.6% | 37,693 | -5.3% | 1.15% | -1.4% |
| Q1 2023 | $5,980,709 | -14.7% | 39,813 | -11.3% | 1.16% | -13.5% |
| Q4 2022 | $7,008,441 | +6.4% | 44,877 | -12.4% | 1.34% | -11.8% |
| Q3 2022 | $6,585,000 | -21.2% | 51,234 | -15.8% | 1.52% | -15.6% |
| Q2 2022 | $8,360,000 | +4.3% | 60,815 | +18.2% | 1.80% | +21.5% |
| Q1 2022 | $8,015,000 | +395.1% | 51,469 | +244.0% | 1.49% | +265.1% |
| Q2 2020 | $1,619,000 | – | 14,961 | – | 0.41% | – |
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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% |