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 | $488,442 | -5.8% | 3,175 | -1.3% | 0.16% | -4.1% |
| Q2 2023 | $518,548 | +39.2% | 3,217 | +31.1% | 0.17% | +26.5% |
| Q1 2023 | $372,419 | +40.5% | 2,454 | +19.0% | 0.14% | +8.8% |
| Q4 2022 | $265,008 | +0.0% | 2,062 | 0.0% | 0.12% | 0.0% |
| Q3 2022 | $265,000 | -7.3% | 2,062 | +0.3% | 0.12% | -19.4% |
| Q2 2022 | $286,000 | +70.2% | 2,056 | +90.4% | 0.16% | +86.7% |
| Q1 2022 | $168,000 | -0.6% | 1,080 | 0.0% | 0.08% | -2.4% |
| Q4 2021 | $169,000 | +9.0% | 1,080 | +1.2% | 0.08% | -3.4% |
| Q3 2021 | $155,000 | -2.5% | 1,067 | 0.0% | 0.09% | -1.1% |
| Q2 2021 | $159,000 | +5.3% | 1,067 | 0.0% | 0.09% | -11.0% |
| Q1 2021 | $151,000 | +10.2% | 1,067 | 0.0% | 0.10% | -2.0% |
| Q4 2020 | $137,000 | +144.6% | 1,067 | +86.9% | 0.10% | +78.9% |
| Q1 2020 | $56,000 | – | 571 | – | 0.06% | – |
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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% |