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 | $350,294 | -4.6% | 2,277 | 0.0% | 0.20% | -3.8% |
Q2 2023 | $367,030 | -0.4% | 2,277 | -6.3% | 0.21% | -7.0% |
Q1 2023 | $368,625 | +4.6% | 2,429 | 0.0% | 0.23% | +0.4% |
Q4 2022 | $352,375 | +12.9% | 2,429 | 0.0% | 0.23% | +10.1% |
Q3 2022 | $312,000 | -1.6% | 2,429 | +4.8% | 0.21% | -3.3% |
Q2 2022 | $317,000 | -10.7% | 2,317 | +1.8% | 0.21% | -3.2% |
Q1 2022 | $355,000 | -0.6% | 2,277 | 0.0% | 0.22% | +9.4% |
Q4 2021 | $357,000 | +7.9% | 2,277 | 0.0% | 0.20% | +5.8% |
Q3 2021 | $331,000 | – | 2,277 | – | 0.19% | – |
Download |
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% |