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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $246,759 | -4.6% | 1,604 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $258,549 | -7.0% | 1,604 | -12.4% | 0.00% | 0.0% |
| Q1 2023 | $278,024 | +4.6% | 1,832 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $265,768 | +13.1% | 1,832 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $235,000 | -15.5% | 1,832 | -9.5% | 0.00% | 0.0% |
| Q2 2022 | $278,000 | -41.0% | 2,025 | -33.1% | 0.00% | -42.9% |
| Q1 2022 | $471,000 | -0.6% | 3,027 | -0.0% | 0.01% | +16.7% |
| Q4 2021 | $474,000 | +15.0% | 3,028 | +6.8% | 0.01% | 0.0% |
| Q3 2021 | $412,000 | -1.7% | 2,835 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $419,000 | +55.8% | 2,835 | +48.7% | 0.01% | +50.0% |
| Q1 2021 | $269,000 | +25.1% | 1,907 | +13.6% | 0.00% | 0.0% |
| Q4 2020 | $215,000 | -10.8% | 1,679 | -24.6% | 0.00% | -20.0% |
| Q2 2020 | $241,000 | – | 2,227 | – | 0.01% | – |
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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% |