ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,050 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $227,695 | -2.6% | 1,251 | 0.0% | 0.07% | -14.3% |
| Q1 2024 | $233,700 | +3.3% | 1,251 | -3.8% | 0.08% | 0.0% |
| Q4 2023 | $226,230 | +9.3% | 1,301 | -3.3% | 0.08% | -6.7% |
| Q3 2023 | $206,914 | -4.6% | 1,345 | 0.0% | 0.09% | -5.3% |
| Q2 2023 | $216,800 | +6.2% | 1,345 | 0.0% | 0.10% | -4.0% |
| Q1 2023 | $204,118 | -5.9% | 1,345 | -10.0% | 0.10% | -13.9% |
| Q4 2022 | $216,880 | -75.6% | 1,495 | -78.4% | 0.12% | -75.4% |
| Q3 2022 | $889,000 | -35.0% | 6,915 | -30.5% | 0.47% | -30.6% |
| Q2 2022 | $1,368,000 | -15.6% | 9,951 | -4.3% | 0.67% | +0.9% |
| Q1 2022 | $1,620,000 | -0.8% | 10,402 | -0.2% | 0.67% | +0.3% |
| Q4 2021 | $1,633,000 | +7.7% | 10,427 | 0.0% | 0.66% | -4.6% |
| Q3 2021 | $1,516,000 | -2.8% | 10,427 | -1.3% | 0.70% | -15.2% |
| Q2 2021 | $1,559,000 | -0.9% | 10,563 | -5.2% | 0.82% | -11.3% |
| Q1 2021 | $1,573,000 | +10.2% | 11,140 | -0.1% | 0.93% | -5.8% |
| Q4 2020 | $1,427,000 | +0.3% | 11,150 | -11.9% | 0.98% | -9.4% |
| Q3 2020 | $1,423,000 | -6.1% | 12,660 | -9.6% | 1.09% | -11.1% |
| Q2 2020 | $1,515,000 | +8.0% | 14,008 | -3.9% | 1.22% | -5.3% |
| Q1 2020 | $1,403,000 | -31.5% | 14,582 | -7.3% | 1.29% | -2.0% |
| Q4 2019 | $2,047,000 | – | 15,737 | – | 1.32% | – |
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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% |