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 | $283 | -4.4% | 1,837 | 0.0% | 0.22% | +0.9% |
| Q2 2023 | $296 | +6.1% | 1,837 | 0.0% | 0.22% | +13.5% |
| Q1 2023 | $279 | +4.9% | 1,837 | 0.0% | 0.19% | +10.3% |
| Q4 2022 | $266 | -99.9% | 1,837 | 0.0% | 0.18% | -14.2% |
| Q3 2022 | $236,000 | -6.7% | 1,837 | +91750.0% | 0.20% | -11.7% |
| Q2 2022 | $253,000 | -11.5% | 2 | 0.0% | 0.23% | +0.9% |
| Q1 2022 | $286,000 | -0.7% | 2 | -99.9% | 0.23% | +10.6% |
| Q4 2021 | $288,000 | +7.9% | 1,837 | 0.0% | 0.21% | -13.0% |
| Q3 2021 | $267,000 | -1.5% | 1,837 | 0.0% | 0.24% | +16.1% |
| Q2 2021 | $271,000 | +4.6% | 1,837 | 0.0% | 0.20% | 0.0% |
| Q1 2021 | $259,000 | +10.2% | 1,837 | 0.0% | 0.20% | +12.6% |
| Q4 2020 | $235,000 | +13.5% | 1,837 | 0.0% | 0.18% | +30.9% |
| Q3 2020 | $207,000 | +4.0% | 1,837 | 0.0% | 0.14% | +9.4% |
| Q2 2020 | $199,000 | +12.4% | 1,837 | 0.0% | 0.13% | -0.8% |
| Q1 2020 | $177,000 | -25.9% | 1,837 | 0.0% | 0.13% | -0.8% |
| Q4 2019 | $239,000 | +9.1% | 1,837 | 0.0% | 0.13% | -12.8% |
| Q3 2019 | $219,000 | +2.3% | 1,837 | 0.0% | 0.15% | -4.5% |
| Q2 2019 | $214,000 | +3.4% | 1,837 | 0.0% | 0.16% | +7.6% |
| Q1 2019 | $207,000 | +11.9% | 1,837 | 0.0% | 0.14% | -23.8% |
| Q4 2018 | $185,000 | -12.7% | 1,837 | 0.0% | 0.19% | -5.5% |
| Q3 2018 | $212,000 | – | 1,837 | – | 0.20% | – |
Download | ||||||
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% |