ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,060 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,229,134 | +7.6% | 39,718 | +10.5% | 1.61% | +2.8% |
| Q1 2024 | $6,716,101 | +2898.3% | 35,952 | +2004.9% | 1.56% | +1959.2% |
| Q3 2022 | $224,000 | +7.2% | 1,708 | +12.3% | 0.08% | +13.4% |
| Q2 2022 | $209,000 | -11.1% | 1,521 | +0.8% | 0.07% | +4.7% |
| Q1 2022 | $235,000 | -55.0% | 1,509 | -62.4% | 0.06% | -51.5% |
| Q4 2019 | $522,000 | +15.2% | 4,011 | +5.4% | 0.13% | +6.5% |
| Q3 2019 | $453,000 | +2.0% | 3,806 | 0.0% | 0.12% | -3.1% |
| Q2 2019 | $444,000 | +13.3% | 3,806 | +9.5% | 0.13% | +3.2% |
| Q1 2019 | $392,000 | +26.0% | 3,477 | +13.1% | 0.12% | +0.8% |
| Q4 2018 | $311,000 | – | 3,074 | – | 0.12% | – |
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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% |