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 | $767,586 | -5.0% | 4,989 | -0.4% | 0.05% | -10.5% |
| Q2 2023 | $807,805 | +20.0% | 5,011 | +12.9% | 0.06% | +9.6% |
| Q1 2023 | $673,399 | +2.6% | 4,437 | -1.9% | 0.05% | -5.5% |
| Q4 2022 | $656,083 | +21.3% | 4,522 | +7.5% | 0.06% | -3.5% |
| Q3 2022 | $541,000 | -11.2% | 4,207 | -5.0% | 0.06% | +3.6% |
| Q2 2022 | $609,000 | +10.9% | 4,430 | +25.8% | 0.06% | +22.2% |
| Q1 2022 | $549,000 | +8.7% | 3,522 | +9.2% | 0.04% | +25.0% |
| Q4 2021 | $505,000 | +29.8% | 3,225 | +20.5% | 0.04% | +9.1% |
| Q3 2021 | $389,000 | -24.2% | 2,676 | -23.0% | 0.03% | -26.7% |
| Q2 2021 | $513,000 | -2.5% | 3,474 | -6.7% | 0.04% | -19.6% |
| Q1 2021 | $526,000 | +90.6% | 3,723 | +72.8% | 0.06% | +47.4% |
| Q4 2020 | $276,000 | +75.8% | 2,154 | +31.9% | 0.04% | -65.8% |
| Q1 2020 | $157,000 | – | 1,633 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 416,733 | $63,243,401 | 23.53% |
| LPWM LLC | 249,212 | $37,820,405 | 18.18% |
| Foundation Wealth Management, LLC | 106,963 | $16,232,678 | 16.71% |
| Halpern Financial, Inc. | 272,735 | $41,390,269 | 14.88% |
| MMA ASSET MANAGEMENT LLC | 124,393 | $18,877,872 | 13.50% |
| Praetorian Wealth Management, Inc. | 253,861 | $38,525,945 | 12.52% |
| Powell Investment Advisors, LLC | 145,268 | $22,045,870 | 12.27% |
| FINANCIAL LIFE ADVISORS | 175,008 | $26,559,189 | 11.42% |
| Frank, Rimerman Advisors LLC | 269,955 | $40,968,371 | 11.32% |
| INSTRUMENTAL WEALTH, LLC | 54,666 | $8,253,518 | 10.90% |