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 | $414,291 | -4.6% | 2,693 | 0.0% | 0.17% | -0.6% |
| Q2 2023 | $434,085 | +6.2% | 2,693 | 0.0% | 0.17% | 0.0% |
| Q1 2023 | $408,690 | +4.6% | 2,693 | 0.0% | 0.17% | -2.2% |
| Q4 2022 | $390,674 | +11.9% | 2,693 | -0.7% | 0.18% | +6.6% |
| Q3 2022 | $349,000 | -6.4% | 2,713 | 0.0% | 0.17% | -6.7% |
| Q2 2022 | $373,000 | -11.6% | 2,713 | 0.0% | 0.18% | 0.0% |
| Q1 2022 | $422,000 | -0.7% | 2,713 | 0.0% | 0.18% | +1.1% |
| Q4 2021 | $425,000 | +7.6% | 2,713 | 0.0% | 0.18% | -2.2% |
| Q3 2021 | $395,000 | -1.5% | 2,713 | 0.0% | 0.18% | -3.7% |
| Q2 2021 | $401,000 | +4.7% | 2,713 | 0.0% | 0.19% | -7.4% |
| Q1 2021 | $383,000 | +10.4% | 2,713 | 0.0% | 0.20% | +2.5% |
| Q4 2020 | $347,000 | +13.8% | 2,713 | 0.0% | 0.20% | +4.2% |
| Q3 2020 | $305,000 | +3.7% | 2,713 | 0.0% | 0.19% | -4.5% |
| Q2 2020 | $294,000 | +12.6% | 2,713 | 0.0% | 0.20% | -5.7% |
| Q1 2020 | $261,000 | -26.1% | 2,713 | 0.0% | 0.21% | -14.2% |
| Q4 2019 | $353,000 | +9.3% | 2,713 | 0.0% | 0.25% | +2.1% |
| Q3 2019 | $323,000 | +2.2% | 2,713 | 0.0% | 0.24% | -0.8% |
| Q2 2019 | $316,000 | -12.2% | 2,713 | -15.0% | 0.24% | -15.3% |
| Q1 2019 | $360,000 | +11.5% | 3,193 | 0.0% | 0.29% | +2.9% |
| Q4 2018 | $323,000 | -22.5% | 3,193 | -11.2% | 0.28% | -20.7% |
| Q3 2018 | $417,000 | +5.3% | 3,596 | 0.0% | 0.35% | -4.3% |
| Q2 2018 | $396,000 | +0.8% | 3,596 | 0.0% | 0.37% | -6.4% |
| Q1 2018 | $393,000 | -4.4% | 3,596 | 0.0% | 0.39% | -6.7% |
| Q4 2017 | $411,000 | – | 3,596 | – | 0.42% | – |
Download | ||||||
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% |