ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,037 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,242,446 | +74.1% | 27,577 | +82.4% | 0.13% | +60.2% |
| Q2 2023 | $2,436,387 | +15.1% | 15,115 | +8.4% | 0.08% | -1.2% |
| Q1 2023 | $2,117,056 | +68.7% | 13,950 | +61.3% | 0.08% | +31.2% |
| Q4 2022 | $1,254,850 | +134.6% | 8,650 | +107.6% | 0.06% | +106.5% |
| Q3 2022 | $535,000 | +98.9% | 4,166 | +112.7% | 0.03% | +106.7% |
| Q2 2022 | $269,000 | -0.4% | 1,959 | +12.9% | 0.02% | +15.4% |
| Q1 2022 | $270,000 | +35.0% | 1,735 | +35.9% | 0.01% | +30.0% |
| Q4 2021 | $200,000 | – | 1,277 | – | 0.01% | – |
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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% |