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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $654,000 | -0.5% | 4,197 | 0.0% | 0.15% | +4.9% |
| Q4 2021 | $657,000 | +1.7% | 4,197 | 0.0% | 0.14% | +3.6% |
| Q3 2021 | $646,000 | -66.2% | 4,197 | -67.6% | 0.14% | -81.6% |
| Q2 2021 | $1,913,000 | +222.6% | 12,958 | +208.7% | 0.75% | +406.8% |
| Q1 2021 | $593,000 | +10.4% | 4,197 | 0.0% | 0.15% | -1.3% |
| Q4 2020 | $537,000 | +13.8% | 4,197 | 0.0% | 0.15% | -2.0% |
| Q3 2020 | $472,000 | +5.4% | 4,197 | +1.5% | 0.15% | -3.2% |
| Q2 2020 | $448,000 | +12.6% | 4,137 | 0.0% | 0.16% | -10.2% |
| Q1 2020 | $398,000 | -26.0% | 4,137 | 0.0% | 0.18% | -6.4% |
| Q4 2019 | $538,000 | +9.1% | 4,137 | 0.0% | 0.19% | +6.2% |
| Q3 2019 | $493,000 | +2.3% | 4,137 | 0.0% | 0.18% | -1.1% |
| Q2 2019 | $482,000 | +3.4% | 4,137 | 0.0% | 0.18% | +4.7% |
| Q1 2019 | $466,000 | +11.5% | 4,137 | 0.0% | 0.17% | -8.1% |
| Q4 2018 | $418,000 | -12.7% | 4,137 | 0.0% | 0.19% | -1.6% |
| Q3 2018 | $479,000 | +5.0% | 4,137 | 0.0% | 0.19% | -1.6% |
| Q2 2018 | $456,000 | +0.9% | 4,137 | 0.0% | 0.19% | +5.5% |
| Q1 2018 | $452,000 | -0.9% | 4,137 | +3.6% | 0.18% | +12.3% |
| Q4 2017 | $456,000 | +5.8% | 3,995 | 0.0% | 0.16% | -23.9% |
| Q3 2017 | $431,000 | +2.9% | 3,995 | 0.0% | 0.21% | +8.1% |
| Q2 2017 | $419,000 | – | 3,995 | – | 0.20% | – |
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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% |