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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,288,599 | +6.6% | 14,198 | +0.3% | 0.11% | -0.9% |
| Q1 2023 | $2,147,282 | +105004.4% | 14,149 | +0.5% | 0.11% | +4.7% |
| Q4 2022 | $2,043 | -99.9% | 14,083 | -43.0% | 0.11% | -42.2% |
| Q3 2022 | $3,174,000 | -5.8% | 24,695 | +0.7% | 0.18% | +3.9% |
| Q2 2022 | $3,371,000 | -11.4% | 24,526 | +0.4% | 0.18% | -4.8% |
| Q1 2022 | $3,803,000 | -0.1% | 24,423 | +0.5% | 0.19% | +3.3% |
| Q4 2021 | $3,808,000 | +88.0% | 24,313 | +74.6% | 0.18% | +66.1% |
| Q3 2021 | $2,025,000 | -18.6% | 13,924 | -17.3% | 0.11% | -26.4% |
| Q2 2021 | $2,487,000 | +27.5% | 16,845 | +22.0% | 0.15% | +6.5% |
| Q1 2021 | $1,950,000 | +10.9% | 13,809 | +0.5% | 0.14% | -9.2% |
| Q4 2020 | $1,759,000 | +14.5% | 13,743 | +0.6% | 0.15% | -1.9% |
| Q3 2020 | $1,536,000 | +4.7% | 13,659 | +0.7% | 0.16% | -4.3% |
| Q2 2020 | $1,467,000 | – | 13,562 | – | 0.16% | – |
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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% |