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 | $730,768 | -6.3% | 4,750 | -1.8% | 0.24% | -4.0% |
Q2 2023 | $779,706 | -9.2% | 4,837 | -14.5% | 0.25% | -32.6% |
Q1 2023 | $858,962 | -5.7% | 5,660 | -9.8% | 0.37% | -5.6% |
Q4 2022 | $910,459 | +5.5% | 6,276 | -6.5% | 0.40% | -5.5% |
Q3 2022 | $863,000 | -6.5% | 6,712 | 0.0% | 0.42% | -1.6% |
Q2 2022 | $923,000 | -22.2% | 6,712 | -11.9% | 0.43% | -11.2% |
Q1 2022 | $1,186,000 | -6.9% | 7,617 | -6.4% | 0.48% | -0.6% |
Q4 2021 | $1,274,000 | -1.9% | 8,137 | -8.9% | 0.48% | -8.5% |
Q3 2021 | $1,299,000 | -19.7% | 8,935 | -18.4% | 0.53% | -17.9% |
Q2 2021 | $1,617,000 | -3.3% | 10,953 | -7.5% | 0.64% | -7.6% |
Q1 2021 | $1,672,000 | +10.6% | 11,837 | +0.2% | 0.70% | +10.3% |
Q4 2020 | $1,512,000 | +10.4% | 11,810 | -3.1% | 0.63% | -3.1% |
Q3 2020 | $1,370,000 | -2.0% | 12,185 | -5.7% | 0.65% | -11.2% |
Q2 2020 | $1,398,000 | +50.5% | 12,917 | +33.9% | 0.73% | +18.8% |
Q1 2020 | $929,000 | – | 9,647 | – | 0.62% | – |
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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% |