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 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 | 467,574 | $59,859,000 | 23.71% |
| LPWM LLC | 208,165 | $26,649,000 | 19.89% |
| Willis Johnson & Associates, Inc. | 622,357 | $79,674,000 | 13.30% |
| MMA ASSET MANAGEMENT LLC | 91,276 | $11,685,000 | 11.36% |
| Powell Investment Advisors, LLC | 115,050 | $14,729,000 | 11.20% |
| Halpern Financial, Inc. | 160,532 | $20,551,311 | 10.69% |
| Praetorian Wealth Management, Inc. | 211,425 | $27,066,000 | 10.34% |
| FINANCIAL LIFE ADVISORS | 145,813 | $18,666,000 | 9.66% |
| Strategic Wealth Partners Group, LLC | 350,915 | $44,924,000 | 9.53% |
| AMARILLO NATIONAL BANK | 266,126 | $34,069,000 | 9.32% |