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 | $218,185 | -10.2% | 1,504 | -20.4% | 0.02% | -25.0% |
| Q3 2022 | $243,000 | -6.5% | 1,889 | 0.0% | 0.02% | -9.1% |
| Q2 2022 | $260,000 | -11.6% | 1,889 | 0.0% | 0.02% | +10.0% |
| Q1 2022 | $294,000 | +23.0% | 1,889 | +24.0% | 0.02% | +17.6% |
| Q4 2021 | $239,000 | +7.7% | 1,524 | 0.0% | 0.02% | -5.6% |
| Q3 2021 | $222,000 | -82.5% | 1,524 | -88.4% | 0.02% | -88.1% |
| Q1 2020 | $1,268,000 | -26.0% | 13,175 | 0.0% | 0.15% | -9.6% |
| Q4 2019 | $1,714,000 | +585.6% | 13,175 | +528.9% | 0.17% | +568.0% |
| Q3 2019 | $250,000 | +2.5% | 2,095 | 0.0% | 0.02% | +8.7% |
| Q2 2019 | $244,000 | – | 2,095 | – | 0.02% | – |
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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% |