ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,037 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $776,000 | -27.0% | 6,041 | -21.9% | 0.55% | -8.6% |
| Q2 2022 | $1,063,000 | -11.6% | 7,736 | +0.1% | 0.60% | +5.2% |
| Q1 2022 | $1,203,000 | +2.8% | 7,728 | +3.5% | 0.58% | +6.5% |
| Q4 2021 | $1,170,000 | +7.9% | 7,467 | +0.1% | 0.54% | -4.1% |
| Q3 2021 | $1,084,000 | +3.4% | 7,457 | +5.0% | 0.56% | 0.0% |
| Q2 2021 | $1,048,000 | +55.0% | 7,101 | +48.4% | 0.56% | +45.5% |
| Q1 2021 | $676,000 | +170.4% | 4,784 | +144.2% | 0.39% | +137.4% |
| Q4 2020 | $250,000 | +13.6% | 1,959 | +0.1% | 0.16% | -14.7% |
| Q3 2020 | $220,000 | +4.3% | 1,957 | +0.2% | 0.19% | -17.0% |
| Q2 2020 | $211,000 | -16.6% | 1,953 | +0.3% | 0.23% | +6.0% |
| Q4 2019 | $253,000 | – | 1,947 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 416,733 | $63,243,401 | 23.53% |
| LPWM LLC | 249,212 | $37,820,405 | 18.18% |
| Foundation Wealth Management, LLC | 106,963 | $16,232,678 | 16.71% |
| Halpern Financial, Inc. | 272,735 | $41,390,269 | 14.88% |
| MMA ASSET MANAGEMENT LLC | 124,393 | $18,877,872 | 13.50% |
| Praetorian Wealth Management, Inc. | 253,861 | $38,525,945 | 12.52% |
| Powell Investment Advisors, LLC | 145,268 | $22,045,870 | 12.27% |
| FINANCIAL LIFE ADVISORS | 175,008 | $26,559,189 | 11.42% |
| Frank, Rimerman Advisors LLC | 269,955 | $40,968,371 | 11.32% |
| INSTRUMENTAL WEALTH, LLC | 54,666 | $8,253,518 | 10.90% |