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 2022 | $241,000 | -17.5% | 1,876 | 0.0% | 0.02% | +9.5% |
| Q1 2022 | $292,000 | +24.3% | 1,876 | -24.0% | 0.02% | -59.6% |
| Q3 2016 | $235,000 | -12.0% | 2,470 | -14.2% | 0.05% | -13.3% |
| Q2 2016 | $267,000 | +3.1% | 2,879 | 0.0% | 0.06% | +5.3% |
| Q1 2016 | $259,000 | -19.3% | 2,879 | -20.6% | 0.06% | -10.9% |
| Q4 2015 | $321,000 | +5.2% | 3,626 | 0.0% | 0.06% | -4.5% |
| Q3 2015 | $305,000 | -8.7% | 3,626 | 0.0% | 0.07% | -16.2% |
| Q2 2015 | $334,000 | 0.0% | 3,626 | +0.4% | 0.08% | -14.9% |
| Q1 2015 | $334,000 | +9.2% | 3,613 | +10.8% | 0.09% | +8.0% |
| Q4 2014 | $306,000 | +53.0% | 3,261 | +46.8% | 0.09% | +19.2% |
| Q3 2014 | $200,000 | – | 2,222 | – | 0.07% | – |
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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% |