ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,046 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,050,687 | -4.6% | 13,330 | 0.0% | 1.43% | +1.5% |
| Q2 2023 | $2,148,663 | +2.4% | 13,330 | -3.6% | 1.41% | -4.1% |
| Q1 2023 | $2,098,841 | +4.6% | 13,830 | 0.0% | 1.47% | +0.4% |
| Q4 2022 | $2,006,318 | +12.9% | 13,830 | 0.0% | 1.46% | +2.5% |
| Q3 2022 | $1,777,000 | -10.3% | 13,830 | -4.0% | 1.42% | -4.7% |
| Q2 2022 | $1,980,000 | -11.7% | 14,405 | 0.0% | 1.50% | +6.3% |
| Q1 2022 | $2,243,000 | -0.6% | 14,405 | 0.0% | 1.41% | +4.7% |
| Q4 2021 | $2,256,000 | +7.7% | 14,405 | 0.0% | 1.34% | -1.7% |
| Q3 2021 | $2,095,000 | -1.5% | 14,405 | 0.0% | 1.37% | -6.2% |
| Q2 2021 | $2,127,000 | +4.5% | 14,405 | 0.0% | 1.46% | +30.7% |
| Q1 2021 | $2,035,000 | +10.4% | 14,405 | 0.0% | 1.12% | +3.6% |
| Q4 2020 | $1,844,000 | +13.8% | 14,405 | 0.0% | 1.08% | +2.9% |
| Q3 2020 | $1,620,000 | +3.9% | 14,405 | 0.0% | 1.05% | -3.1% |
| Q2 2020 | $1,559,000 | +12.5% | 14,405 | 0.0% | 1.08% | -5.2% |
| Q1 2020 | $1,386,000 | -29.8% | 14,405 | -5.1% | 1.14% | -13.9% |
| Q4 2019 | $1,975,000 | +9.2% | 15,180 | 0.0% | 1.32% | +3.4% |
| Q3 2019 | $1,809,000 | – | 15,180 | – | 1.28% | – |
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% |