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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,950,406 | +12.9% | 20,338 | -0.0% | 0.12% | +3.4% |
| Q3 2022 | $2,614,000 | -15.7% | 20,339 | -9.8% | 0.12% | -18.1% |
| Q2 2022 | $3,101,000 | -11.7% | 22,558 | 0.0% | 0.14% | -15.3% |
| Q1 2022 | $3,513,000 | -0.6% | 22,558 | 0.0% | 0.17% | -18.3% |
| Q4 2021 | $3,533,000 | +7.7% | 22,558 | 0.0% | 0.21% | -29.5% |
| Q3 2021 | $3,280,000 | -1.5% | 22,558 | 0.0% | 0.30% | -15.5% |
| Q2 2021 | $3,330,000 | +4.5% | 22,558 | 0.0% | 0.35% | -27.6% |
| Q1 2021 | $3,186,000 | +10.3% | 22,558 | 0.0% | 0.48% | -23.2% |
| Q4 2020 | $2,888,000 | +22.0% | 22,558 | +7.1% | 0.63% | -5.4% |
| Q3 2020 | $2,368,000 | – | 21,060 | – | 0.66% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 422,168 | $66,124,000 | 21.89% |
| LPWM LLC | 236,761 | $37,084,000 | 19.67% |
| Halpern Financial, Inc. | 212,453 | $33,276,519 | 14.24% |
| LVZ, Inc. | 604,819 | $94,733,000 | 12.66% |
| Praetorian Wealth Management, Inc. | 231,868 | $36,317,000 | 11.79% |
| Powell Investment Advisors, LLC | 127,195 | $19,923,000 | 11.32% |
| MMA ASSET MANAGEMENT LLC | 93,551 | $14,653,000 | 10.36% |
| FINANCIAL LIFE ADVISORS | 166,005 | $26,001,000 | 10.24% |
| AMARILLO NATIONAL BANK | 325,575 | $50,995,000 | 9.98% |
| Strategic Wealth Partners Group, LLC | 343,916 | $53,868,000 | 9.34% |