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 2022 | $8,486,000 | -7.6% | 66,026 | -1.1% | 2.72% | -9.9% |
| Q2 2022 | $9,181,000 | -11.7% | 66,788 | +0.1% | 3.01% | +3.9% |
| Q1 2022 | $10,395,000 | +5.7% | 66,754 | +6.3% | 2.90% | +0.1% |
| Q4 2021 | $9,834,000 | +10.7% | 62,787 | +2.8% | 2.90% | -9.7% |
| Q3 2021 | $8,882,000 | +3.4% | 61,077 | +4.9% | 3.21% | -3.0% |
| Q2 2021 | $8,594,000 | +20.2% | 58,206 | +15.0% | 3.31% | +19.6% |
| Q1 2021 | $7,150,000 | +35.3% | 50,622 | +22.7% | 2.76% | -7.9% |
| Q4 2020 | $5,283,000 | +10.6% | 41,264 | -2.9% | 3.00% | +1.1% |
| Q3 2020 | $4,777,000 | +107.5% | 42,478 | +99.7% | 2.97% | +61.9% |
| Q2 2020 | $2,302,000 | – | 21,271 | – | 1.83% | – |
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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% |