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 | $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 | 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% |