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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,243,159 | -4.7% | 47,082 | -0.1% | 0.15% | -3.9% |
| Q2 2023 | $7,597,463 | +6.5% | 47,134 | +0.3% | 0.15% | -7.3% |
| Q1 2023 | $7,133,582 | +15.9% | 47,006 | +10.8% | 0.16% | -4.1% |
| Q4 2022 | $6,153,009 | +13.4% | 42,414 | +0.5% | 0.17% | +15.4% |
| Q3 2022 | $5,424,000 | -5.9% | 42,204 | +0.6% | 0.15% | -14.9% |
| Q2 2022 | $5,767,000 | -9.2% | 41,954 | +2.8% | 0.18% | +15.9% |
| Q1 2022 | $6,354,000 | +702.3% | 40,807 | +706.8% | 0.15% | +738.9% |
| Q4 2021 | $792,000 | +6.6% | 5,058 | -1.0% | 0.02% | -10.0% |
| Q3 2021 | $743,000 | -1.5% | 5,108 | +0.0% | 0.02% | -9.1% |
| Q2 2021 | $754,000 | – | 5,107 | – | 0.02% | – |
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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% |