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 | $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% | – |
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% |