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 | $1,184,815 | -7.7% | 7,702 | -0.7% | 0.08% | -2.4% |
| Q2 2023 | $1,284,039 | +8.3% | 7,758 | -0.7% | 0.08% | -2.4% |
| Q1 2023 | $1,186,161 | -0.9% | 7,816 | -5.3% | 0.08% | -1.2% |
| Q4 2022 | $1,197,310 | -0.6% | 8,253 | -11.9% | 0.08% | -21.3% |
| Q3 2022 | $1,204,000 | -23.7% | 9,368 | -18.3% | 0.11% | -21.2% |
| Q2 2022 | $1,577,000 | -45.8% | 11,471 | -38.7% | 0.14% | -34.4% |
| Q1 2022 | $2,912,000 | -1.5% | 18,699 | -0.9% | 0.21% | -5.9% |
| Q4 2021 | $2,957,000 | -24.3% | 18,877 | -31.7% | 0.22% | -25.8% |
| Q1 2021 | $3,906,000 | – | 27,654 | – | 0.30% | – |
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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% |