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 | $846,867 | -6.8% | 5,505 | -2.4% | 0.18% | -1.6% |
| Q2 2023 | $909,088 | +6.5% | 5,640 | +0.2% | 0.18% | +0.6% |
| Q1 2023 | $853,945 | +4.7% | 5,627 | +0.1% | 0.18% | -1.6% |
| Q4 2022 | $815,730 | +11.0% | 5,624 | -1.6% | 0.18% | +0.5% |
| Q3 2022 | $735,000 | -8.0% | 5,718 | -1.6% | 0.18% | -5.2% |
| Q2 2022 | $799,000 | -11.8% | 5,811 | -0.2% | 0.19% | +1.6% |
| Q1 2022 | $906,000 | +1.5% | 5,821 | +2.1% | 0.19% | +3.8% |
| Q4 2021 | $893,000 | +8.6% | 5,702 | +0.9% | 0.18% | +0.5% |
| Q3 2021 | $822,000 | -1.3% | 5,652 | +0.2% | 0.18% | +1.1% |
| Q2 2021 | $833,000 | +2.0% | 5,642 | -2.5% | 0.18% | -9.1% |
| Q1 2021 | $817,000 | +17.4% | 5,788 | +6.4% | 0.20% | +9.4% |
| Q4 2020 | $696,000 | +16.4% | 5,438 | +2.3% | 0.18% | +1.1% |
| Q3 2020 | $598,000 | +4.0% | 5,315 | +0.1% | 0.18% | -5.3% |
| Q2 2020 | $575,000 | +6.5% | 5,310 | -5.3% | 0.19% | -6.9% |
| Q1 2020 | $540,000 | -10.9% | 5,606 | +20.3% | 0.20% | +6.3% |
| Q4 2019 | $606,000 | +3.6% | 4,660 | -5.1% | 0.19% | -4.5% |
| Q3 2019 | $585,000 | +2.3% | 4,910 | 0.0% | 0.20% | -0.5% |
| Q2 2019 | $572,000 | -3.2% | 4,910 | -6.3% | 0.20% | -7.4% |
| Q1 2019 | $591,000 | +18.9% | 5,238 | +6.7% | 0.22% | +8.5% |
| Q4 2018 | $497,000 | – | 4,911 | – | 0.20% | – |
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% |