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 | $1,314,780 | -4.0% | 8,500 | 0.0% | 0.66% | +1.2% |
| Q2 2023 | $1,370,115 | +6.2% | 8,500 | 0.0% | 0.66% | +8.3% |
| Q1 2023 | $1,289,960 | +4.6% | 8,500 | 0.0% | 0.60% | +1.9% |
| Q4 2022 | $1,233,095 | +12.9% | 8,500 | 0.0% | 0.59% | +7.6% |
| Q3 2022 | $1,092,000 | -6.5% | 8,500 | 0.0% | 0.55% | +0.4% |
| Q2 2022 | $1,168,000 | -11.8% | 8,500 | 0.0% | 0.55% | +6.6% |
| Q1 2022 | $1,324,000 | -0.5% | 8,500 | 0.0% | 0.52% | -1.0% |
| Q4 2021 | $1,331,000 | +7.7% | 8,500 | 0.0% | 0.52% | -6.1% |
| Q3 2021 | $1,236,000 | -1.5% | 8,500 | 0.0% | 0.56% | -1.9% |
| Q2 2021 | $1,255,000 | +4.5% | 8,500 | 0.0% | 0.57% | -8.1% |
| Q1 2021 | $1,201,000 | +10.4% | 8,500 | 0.0% | 0.62% | +0.3% |
| Q4 2020 | $1,088,000 | +13.8% | 8,500 | 0.0% | 0.61% | +0.8% |
| Q3 2020 | $956,000 | +60.7% | 8,500 | +54.5% | 0.61% | +43.3% |
| Q2 2020 | $595,000 | +12.5% | 5,500 | 0.0% | 0.42% | +7.1% |
| Q1 2020 | $529,000 | – | 5,500 | – | 0.40% | – |
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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% |