ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,022 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,072,672 | -12.7% | 45,974 | -8.5% | 0.29% | -13.8% |
| Q2 2023 | $8,101,433 | +8.9% | 50,260 | +2.5% | 0.34% | -2.0% |
| Q1 2023 | $7,439,871 | +3.6% | 49,024 | -0.9% | 0.35% | -5.4% |
| Q4 2022 | $7,177,933 | -4.3% | 49,479 | -15.2% | 0.37% | -12.6% |
| Q3 2022 | $7,497,000 | +3.3% | 58,333 | +10.4% | 0.42% | +5.3% |
| Q2 2022 | $7,260,000 | +121.9% | 52,816 | +151.3% | 0.40% | +108.9% |
| Q1 2022 | $3,272,000 | +22.7% | 21,013 | +23.5% | 0.19% | +15.8% |
| Q4 2021 | $2,666,000 | +31.2% | 17,018 | +21.8% | 0.16% | +17.9% |
| Q3 2021 | $2,032,000 | +7.6% | 13,974 | +9.2% | 0.14% | 0.0% |
| Q2 2021 | $1,888,000 | +27.9% | 12,791 | +22.4% | 0.14% | -1.4% |
| Q1 2021 | $1,476,000 | +19.3% | 10,450 | +8.2% | 0.14% | +10.9% |
| Q4 2020 | $1,237,000 | +16.8% | 9,661 | +2.6% | 0.13% | -1.5% |
| Q3 2020 | $1,059,000 | -3.4% | 9,417 | -7.0% | 0.13% | -27.4% |
| Q2 2020 | $1,096,000 | +13.0% | 10,125 | +0.4% | 0.18% | -30.4% |
| Q1 2020 | $970,000 | -21.4% | 10,082 | +6.3% | 0.26% | -6.5% |
| Q4 2019 | $1,234,000 | +12.0% | 9,488 | +2.6% | 0.28% | +3.4% |
| Q3 2019 | $1,102,000 | +6.1% | 9,251 | +3.8% | 0.27% | +1.9% |
| Q2 2019 | $1,039,000 | +6.9% | 8,914 | +3.4% | 0.26% | -15.5% |
| Q1 2019 | $972,000 | – | 8,622 | – | 0.31% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 467,574 | $59,859,000 | 23.71% |
| LPWM LLC | 208,165 | $26,649,000 | 19.89% |
| Willis Johnson & Associates, Inc. | 622,357 | $79,674,000 | 13.30% |
| MMA ASSET MANAGEMENT LLC | 91,276 | $11,685,000 | 11.36% |
| Powell Investment Advisors, LLC | 115,050 | $14,729,000 | 11.20% |
| Halpern Financial, Inc. | 160,532 | $20,551,311 | 10.69% |
| Praetorian Wealth Management, Inc. | 211,425 | $27,066,000 | 10.34% |
| FINANCIAL LIFE ADVISORS | 145,813 | $18,666,000 | 9.66% |
| Strategic Wealth Partners Group, LLC | 350,915 | $44,924,000 | 9.53% |
| AMARILLO NATIONAL BANK | 266,126 | $34,069,000 | 9.32% |