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 | $382,292 | -55.7% | 2,485 | -53.6% | 0.08% | -53.3% |
| Q2 2023 | $863,334 | +28.6% | 5,356 | +21.0% | 0.18% | +17.4% |
| Q1 2023 | $671,538 | -28.6% | 4,425 | -31.8% | 0.16% | -27.9% |
| Q4 2022 | $940,634 | +9.1% | 6,484 | -3.3% | 0.22% | -23.8% |
| Q3 2022 | $862,000 | +39.3% | 6,705 | +49.0% | 0.28% | +69.9% |
| Q2 2022 | $619,000 | +204.9% | 4,501 | +245.7% | 0.17% | +232.0% |
| Q1 2022 | $203,000 | – | 1,302 | – | 0.05% | – |
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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% |