ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,037 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $375,370 | -4.6% | 2,440 | 0.0% | 0.10% | -5.0% |
| Q2 2023 | $393,304 | +6.2% | 2,440 | 0.0% | 0.10% | +1.0% |
| Q1 2023 | $370,294 | +4.6% | 2,440 | 0.0% | 0.10% | -8.3% |
| Q4 2022 | $353,971 | +5.7% | 2,440 | 0.0% | 0.11% | -21.6% |
| Q2 2022 | $335,000 | -100.0% | 2,440 | -87.6% | 0.14% | -85.1% |
| Q4 2020 | $2,522,634,000 | +113788.7% | 19,705 | 0.0% | 0.94% | -5.3% |
| Q3 2020 | $2,215,000 | +3.9% | 19,705 | 0.0% | 0.99% | -10.8% |
| Q2 2020 | $2,132,000 | +12.4% | 19,705 | 0.0% | 1.11% | -3.7% |
| Q1 2020 | $1,896,000 | -26.0% | 19,705 | 0.0% | 1.15% | -14.3% |
| Q4 2019 | $2,563,000 | +9.2% | 19,705 | 0.0% | 1.34% | -1.1% |
| Q3 2019 | $2,348,000 | +2.2% | 19,705 | 0.0% | 1.36% | +5.3% |
| Q2 2019 | $2,297,000 | +3.4% | 19,705 | 0.0% | 1.29% | -2.8% |
| Q1 2019 | $2,222,000 | +11.5% | 19,705 | 0.0% | 1.33% | +5.5% |
| Q4 2018 | $1,993,000 | – | 19,705 | – | 1.26% | – |
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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% |