ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,022 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $293,681 | +0.1% | 1,909 | +4.8% | 0.14% | +4.4% |
| Q2 2023 | $293,527 | +6.2% | 1,821 | 0.0% | 0.14% | +3.1% |
| Q1 2023 | $276,355 | -56.9% | 1,821 | -58.8% | 0.13% | -58.8% |
| Q4 2022 | $640,484 | +13.0% | 4,415 | 0.0% | 0.32% | +14.4% |
| Q3 2022 | $567,000 | -3.7% | 4,415 | +3.0% | 0.28% | -1.8% |
| Q2 2022 | $589,000 | +7.1% | 4,286 | +21.4% | 0.28% | +27.5% |
| Q1 2022 | $550,000 | +6.6% | 3,531 | +7.2% | 0.22% | +34.5% |
| Q4 2021 | $516,000 | +7.7% | 3,295 | 0.0% | 0.16% | +0.6% |
| Q3 2021 | $479,000 | -1.4% | 3,295 | 0.0% | 0.16% | +3.1% |
| Q2 2021 | $486,000 | +4.5% | 3,295 | 0.0% | 0.16% | -9.1% |
| Q1 2021 | $465,000 | +10.2% | 3,295 | 0.0% | 0.18% | -19.7% |
| Q4 2020 | $422,000 | +22.0% | 3,295 | +7.1% | 0.22% | +12.4% |
| Q3 2020 | $346,000 | +3.9% | 3,078 | 0.0% | 0.19% | -7.6% |
| Q2 2020 | $333,000 | +33.2% | 3,078 | +18.7% | 0.21% | +12.3% |
| Q1 2020 | $250,000 | – | 2,594 | – | 0.19% | – |
Download | ||||||
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% |