ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,089 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $481,212 | -13.2% | 3,128 | -9.0% | 0.04% | -13.3% |
| Q2 2023 | $554,333 | +60.3% | 3,439 | +51.0% | 0.04% | +50.0% |
| Q1 2023 | $345,710 | +5.9% | 2,278 | +1.2% | 0.03% | +3.4% |
| Q4 2022 | $326,553 | +11.1% | 2,251 | -1.7% | 0.03% | 0.0% |
| Q3 2022 | $294,000 | -6.7% | 2,289 | 0.0% | 0.03% | -6.5% |
| Q2 2022 | $315,000 | -15.3% | 2,289 | -4.2% | 0.03% | -3.1% |
| Q1 2022 | $372,000 | -0.5% | 2,389 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $374,000 | +7.8% | 2,389 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $347,000 | -1.7% | 2,389 | 0.0% | 0.03% | -5.9% |
| Q2 2021 | $353,000 | +6.3% | 2,389 | +1.6% | 0.03% | 0.0% |
| Q1 2021 | $332,000 | +12.5% | 2,351 | +2.0% | 0.03% | 0.0% |
| Q4 2020 | $295,000 | +13.9% | 2,305 | 0.0% | 0.03% | -2.9% |
| Q3 2020 | $259,000 | +16.7% | 2,305 | +12.2% | 0.04% | +2.9% |
| Q2 2020 | $222,000 | -11.6% | 2,055 | +6.5% | 0.03% | -17.1% |
| Q4 2019 | $251,000 | +9.1% | 1,930 | 0.0% | 0.04% | 0.0% |
| Q3 2019 | $230,000 | +2.2% | 1,930 | 0.0% | 0.04% | -2.4% |
| Q2 2019 | $225,000 | +3.2% | 1,930 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $218,000 | -21.9% | 1,930 | -19.8% | 0.04% | -26.3% |
| Q3 2018 | $279,000 | +5.3% | 2,405 | 0.0% | 0.06% | 0.0% |
| Q2 2018 | $265,000 | +0.8% | 2,405 | 0.0% | 0.06% | -3.4% |
| Q1 2018 | $263,000 | -4.4% | 2,405 | 0.0% | 0.06% | -1.7% |
| Q4 2017 | $275,000 | – | 2,405 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 422,168 | $66,124,000 | 21.89% |
| LPWM LLC | 236,761 | $37,084,000 | 19.67% |
| Halpern Financial, Inc. | 212,453 | $33,276,519 | 14.24% |
| LVZ, Inc. | 604,819 | $94,733,000 | 12.66% |
| Praetorian Wealth Management, Inc. | 231,868 | $36,317,000 | 11.79% |
| Powell Investment Advisors, LLC | 127,195 | $19,923,000 | 11.32% |
| MMA ASSET MANAGEMENT LLC | 93,551 | $14,653,000 | 10.36% |
| FINANCIAL LIFE ADVISORS | 166,005 | $26,001,000 | 10.24% |
| AMARILLO NATIONAL BANK | 325,575 | $50,995,000 | 9.98% |
| Strategic Wealth Partners Group, LLC | 343,916 | $53,868,000 | 9.34% |