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 | $2,513,130 | -7.7% | 16,336 | -3.3% | 0.66% | -10.2% |
| Q2 2023 | $2,723,305 | +6.2% | 16,895 | -0.0% | 0.73% | -2.5% |
| Q1 2023 | $2,565,048 | -9.6% | 16,902 | -13.6% | 0.75% | -19.2% |
| Q4 2022 | $2,836,844 | +10.8% | 19,555 | -1.9% | 0.93% | +3.2% |
| Q3 2022 | $2,561,000 | +28.1% | 19,930 | +37.1% | 0.90% | +34.6% |
| Q2 2022 | $1,999,000 | -11.8% | 14,542 | -0.1% | 0.67% | -14.2% |
| Q1 2022 | $2,267,000 | +7.7% | 14,559 | +0.6% | 0.78% | -0.6% |
| Q3 2021 | $2,104,000 | -12.4% | 14,469 | -11.1% | 0.79% | -17.2% |
| Q2 2021 | $2,402,000 | +4.3% | 16,269 | -0.2% | 0.95% | -2.7% |
| Q1 2021 | $2,303,000 | +136.7% | 16,308 | +114.5% | 0.98% | +119.6% |
| Q4 2020 | $973,000 | -6.4% | 7,602 | -17.8% | 0.44% | -21.9% |
| Q3 2020 | $1,040,000 | -11.9% | 9,250 | -15.3% | 0.57% | -17.9% |
| Q2 2020 | $1,181,000 | +5.8% | 10,917 | -5.8% | 0.69% | -14.0% |
| Q1 2020 | $1,116,000 | -28.7% | 11,591 | -3.8% | 0.81% | -19.5% |
| Q4 2019 | $1,566,000 | – | 12,044 | – | 1.00% | – |
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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% |