ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,089 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $504 | -4.5% | 3,273 | 0.0% | 0.09% | -3.2% |
| Q2 2023 | $528 | -8.3% | 3,273 | -13.9% | 0.10% | -15.2% |
| Q1 2023 | $576 | +1.4% | 3,801 | 0.0% | 0.11% | -4.3% |
| Q4 2022 | $568 | -99.9% | 3,801 | -39.4% | 0.12% | -42.9% |
| Q3 2022 | $824,000 | -4.8% | 6,273 | 0.0% | 0.20% | -7.2% |
| Q2 2022 | $866,000 | -15.1% | 6,273 | -3.5% | 0.22% | +16.9% |
| Q1 2022 | $1,020,000 | -1.3% | 6,499 | 0.0% | 0.19% | 0.0% |
| Q4 2021 | $1,033,000 | +8.9% | 6,499 | +0.9% | 0.19% | -5.0% |
| Q3 2021 | $949,000 | +5.3% | 6,439 | +5.5% | 0.20% | +2.1% |
| Q2 2021 | $901,000 | +4.5% | 6,105 | 0.0% | 0.20% | -4.9% |
| Q1 2021 | $862,000 | +13.0% | 6,105 | +2.4% | 0.20% | +5.7% |
| Q4 2020 | $763,000 | +11.7% | 5,960 | +0.0% | 0.19% | -2.5% |
| Q3 2020 | $683,000 | +5.9% | 5,959 | 0.0% | 0.20% | -2.9% |
| Q2 2020 | $645,000 | +38.1% | 5,959 | +22.8% | 0.20% | +9.0% |
| Q1 2020 | $467,000 | -22.4% | 4,854 | +4.8% | 0.19% | -15.3% |
| Q4 2019 | $602,000 | -78.6% | 4,631 | -81.0% | 0.22% | -81.9% |
| Q3 2019 | $2,817,000 | -4.7% | 24,405 | -3.0% | 1.23% | -5.2% |
| Q2 2019 | $2,955,000 | +3.6% | 25,158 | -0.6% | 1.30% | -19.1% |
| Q1 2019 | $2,853,000 | +11.5% | 25,309 | +0.0% | 1.60% | -8.6% |
| Q4 2018 | $2,559,000 | -12.7% | 25,300 | +0.0% | 1.75% | -8.0% |
| Q3 2018 | $2,931,000 | +5.2% | 25,299 | 0.0% | 1.90% | -12.6% |
| Q2 2018 | $2,786,000 | +0.7% | 25,299 | 0.0% | 2.18% | -6.8% |
| Q1 2018 | $2,766,000 | -4.2% | 25,299 | +0.1% | 2.34% | -5.9% |
| Q4 2017 | $2,887,000 | – | 25,268 | – | 2.48% | – |
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% |