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 | $37,999 | -4.6% | 247 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $39,814 | +6.2% | 247 | 0.0% | 0.01% | -12.5% |
| Q1 2023 | $37,485 | +227.1% | 247 | +212.7% | 0.01% | +166.7% |
| Q4 2022 | $11,461 | +14.6% | 79 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $10,000 | -9.1% | 79 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $11,000 | -26.7% | 79 | -16.0% | 0.00% | -25.0% |
| Q1 2022 | $15,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $15,000 | -68.1% | 94 | -71.0% | 0.00% | -69.2% |
| Q3 2021 | $47,000 | -2.1% | 324 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $48,000 | +4.3% | 324 | 0.0% | 0.01% | -7.1% |
| Q1 2021 | $46,000 | +12.2% | 324 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $41,000 | +13.9% | 324 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $36,000 | +2.9% | 324 | 0.0% | 0.01% | -6.7% |
| Q2 2020 | $35,000 | +12.9% | 324 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $31,000 | – | 324 | – | 0.02% | – |
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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% |