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 | $204,915 | -12.0% | 1,332 | -13.1% | 0.07% | -14.1% |
| Q2 2023 | $232,911 | +15.2% | 1,532 | +15.0% | 0.08% | +23.8% |
| Q1 2023 | $202,145 | -13.2% | 1,332 | -13.1% | 0.06% | -48.4% |
| Q4 2022 | $232,910 | +10.9% | 1,532 | -6.1% | 0.12% | +16.2% |
| Q3 2022 | $210,000 | -9.9% | 1,632 | +6.5% | 0.10% | -13.9% |
| Q2 2022 | $233,000 | -8.6% | 1,532 | -6.1% | 0.12% | -6.9% |
| Q1 2022 | $255,000 | +5.8% | 1,632 | +6.5% | 0.13% | +11.0% |
| Q4 2021 | $241,000 | +8.1% | 1,532 | 0.0% | 0.12% | -1.7% |
| Q3 2021 | $223,000 | – | 1,532 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 467,574 | $59,859,000 | 23.71% |
| LPWM LLC | 208,165 | $26,649,000 | 19.89% |
| Willis Johnson & Associates, Inc. | 622,357 | $79,674,000 | 13.30% |
| MMA ASSET MANAGEMENT LLC | 91,276 | $11,685,000 | 11.36% |
| Powell Investment Advisors, LLC | 115,050 | $14,729,000 | 11.20% |
| Halpern Financial, Inc. | 160,532 | $20,551,311 | 10.69% |
| Praetorian Wealth Management, Inc. | 211,425 | $27,066,000 | 10.34% |
| FINANCIAL LIFE ADVISORS | 145,813 | $18,666,000 | 9.66% |
| Strategic Wealth Partners Group, LLC | 350,915 | $44,924,000 | 9.53% |
| AMARILLO NATIONAL BANK | 266,126 | $34,069,000 | 9.32% |