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 | $70,859,631 | +98166.0% | 458,104 | +2.4% | 10.51% | +0.7% |
| Q2 2023 | $72,110 | +18.7% | 447,361 | +11.1% | 10.43% | +4.9% |
| Q1 2023 | $60,769 | +12.0% | 402,501 | +7.6% | 9.95% | -13.6% |
| Q4 2022 | $54,279 | -99.9% | 374,163 | +5.3% | 11.52% | +8.4% |
| Q3 2022 | $45,660,000 | -5.4% | 355,276 | +1.2% | 10.62% | -1.1% |
| Q2 2022 | $48,257,000 | -9.3% | 351,059 | +2.7% | 10.74% | +6.0% |
| Q1 2022 | $53,209,000 | -1.2% | 341,698 | -0.6% | 10.13% | +8.5% |
| Q4 2021 | $53,868,000 | +6.9% | 343,916 | -0.8% | 9.34% | -2.7% |
| Q3 2021 | $50,400,000 | +1.0% | 346,583 | -1.9% | 9.60% | -4.3% |
| Q1 2021 | $49,897,000 | +11.1% | 353,275 | +0.7% | 10.02% | +5.2% |
| Q4 2020 | $44,924,000 | +10.7% | 350,915 | -2.8% | 9.53% | -3.0% |
| Q3 2020 | $40,596,000 | -2.4% | 361,020 | -6.1% | 9.82% | -6.1% |
| Q2 2020 | $41,600,000 | +16.5% | 384,435 | +3.6% | 10.45% | +0.6% |
| Q1 2020 | $35,706,000 | +564.8% | 370,968 | +798.5% | 10.39% | +716.0% |
| Q4 2019 | $5,371,000 | +31.9% | 41,289 | +20.8% | 1.27% | +13.7% |
| Q3 2019 | $4,073,000 | +5.4% | 34,186 | +3.1% | 1.12% | -1.5% |
| Q2 2019 | $3,865,000 | +23.1% | 33,156 | +19.1% | 1.14% | +10.9% |
| Q1 2019 | $3,139,000 | +19.4% | 27,842 | +7.1% | 1.02% | +2.4% |
| Q4 2018 | $2,629,000 | – | 25,992 | – | 1.00% | – |
Download | ||||||
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% |