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 | $1,556,037 | -6.2% | 10,115 | -1.7% | 0.67% | -6.6% |
| Q2 2023 | $1,658,105 | +8.3% | 10,287 | +2.0% | 0.71% | -2.1% |
| Q1 2023 | $1,531,017 | +7.8% | 10,088 | +3.0% | 0.73% | +0.8% |
| Q4 2022 | $1,420,691 | +43.4% | 9,793 | +27.0% | 0.72% | +31.2% |
| Q3 2022 | $991,000 | -9.2% | 7,714 | -2.8% | 0.55% | -2.3% |
| Q2 2022 | $1,091,000 | +42.2% | 7,938 | +61.2% | 0.56% | +57.1% |
| Q1 2022 | $767,000 | +27.4% | 4,924 | +28.1% | 0.36% | +28.7% |
| Q4 2021 | $602,000 | +26.2% | 3,844 | +17.2% | 0.28% | +15.3% |
| Q3 2021 | $477,000 | +6.2% | 3,279 | +7.9% | 0.24% | -4.0% |
| Q2 2021 | $449,000 | +11.7% | 3,039 | +6.8% | 0.25% | +0.8% |
| Q1 2021 | $402,000 | +13.9% | 2,845 | +3.2% | 0.25% | +0.4% |
| Q4 2020 | $353,000 | +33.7% | 2,757 | +17.5% | 0.25% | +11.2% |
| Q3 2020 | $264,000 | – | 2,347 | – | 0.22% | – |
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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% |