ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,022 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $351,217 | +1.0% | 2,283 | +5.8% | 0.25% | +4.5% |
| Q2 2023 | $347,687 | +9.4% | 2,157 | +3.0% | 0.24% | +2.1% |
| Q1 2023 | $317,937 | +4.6% | 2,095 | 0.0% | 0.24% | -4.4% |
| Q4 2022 | $303,922 | +20.1% | 2,095 | +6.5% | 0.25% | +6.4% |
| Q3 2022 | $253,000 | +228.6% | 1,968 | +250.8% | 0.23% | +202.6% |
| Q2 2022 | $77,000 | -11.5% | 561 | 0.0% | 0.08% | +10.0% |
| Q1 2022 | $87,000 | -20.9% | 561 | -20.0% | 0.07% | -15.7% |
| Q4 2021 | $110,000 | +1.9% | 701 | -5.4% | 0.08% | -3.5% |
| Q3 2021 | $108,000 | -0.9% | 741 | 0.0% | 0.09% | +1.2% |
| Q2 2021 | $109,000 | +3.8% | 741 | 0.0% | 0.08% | -2.3% |
| Q1 2021 | $105,000 | +10.5% | 741 | 0.0% | 0.09% | -1.1% |
| Q4 2020 | $95,000 | +6.7% | 741 | -6.3% | 0.09% | -7.4% |
| Q3 2020 | $89,000 | -44.7% | 791 | -46.9% | 0.10% | -48.6% |
| Q2 2020 | $161,000 | +12.6% | 1,490 | 0.0% | 0.18% | -6.6% |
| Q1 2020 | $143,000 | -26.3% | 1,490 | 0.0% | 0.20% | -0.5% |
| Q4 2019 | $194,000 | – | 1,490 | – | 0.20% | – |
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% |