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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,046 | -99.3% | 21 | -99.5% | 0.00% | -99.7% |
| Q4 2018 | $432,000 | +730.8% | 4,005 | +784.1% | 0.30% | +770.6% |
| Q3 2018 | $52,000 | -1.9% | 453 | -6.4% | 0.03% | -10.5% |
| Q2 2018 | $53,000 | +1.9% | 484 | 0.0% | 0.04% | -7.3% |
| Q1 2018 | $52,000 | -13.3% | 484 | -8.5% | 0.04% | -12.8% |
| Q4 2017 | $60,000 | -1.6% | 529 | -7.7% | 0.05% | -7.8% |
| Q3 2017 | $61,000 | +1.7% | 573 | 0.0% | 0.05% | -1.9% |
| Q2 2017 | $60,000 | -9.1% | 573 | -10.9% | 0.05% | -11.9% |
| Q1 2017 | $66,000 | +1.5% | 643 | 0.0% | 0.06% | -3.3% |
| Q4 2016 | $65,000 | +6.6% | 643 | 0.0% | 0.06% | +7.0% |
| Q3 2016 | $61,000 | +3.4% | 643 | 0.0% | 0.06% | +1.8% |
| Q2 2016 | $59,000 | +3.5% | 643 | 0.0% | 0.06% | +1.8% |
| Q1 2016 | $57,000 | -5.0% | 643 | 0.0% | 0.06% | -1.8% |
| Q4 2015 | $60,000 | – | 643 | – | 0.06% | – |
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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% |