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 | $152,643 | -4.6% | 992 | 0.0% | 0.09% | -1.1% |
| Q2 2023 | $159,935 | +6.3% | 992 | +0.1% | 0.09% | -3.1% |
| Q1 2023 | $150,400 | +4.8% | 991 | +0.2% | 0.10% | -8.5% |
| Q4 2022 | $143,540 | +13.0% | 989 | +0.4% | 0.11% | +12.8% |
| Q3 2022 | $127,000 | -5.9% | 985 | 0.0% | 0.09% | -1.1% |
| Q2 2022 | $135,000 | -11.8% | 985 | +0.1% | 0.10% | +5.6% |
| Q1 2022 | $153,000 | -0.6% | 984 | +0.2% | 0.09% | +5.9% |
| Q4 2021 | $154,000 | +62.1% | 982 | +49.7% | 0.08% | +49.1% |
| Q3 2021 | $95,000 | -15.9% | 656 | -14.2% | 0.06% | -16.2% |
| Q2 2021 | $113,000 | +5.6% | 765 | +0.8% | 0.07% | -4.2% |
| Q1 2021 | $107,000 | +10.3% | 759 | 0.0% | 0.07% | +1.4% |
| Q4 2020 | $97,000 | +14.1% | 759 | +0.7% | 0.07% | 0.0% |
| Q3 2020 | $85,000 | +4.9% | 754 | +0.7% | 0.07% | -7.9% |
| Q2 2020 | $81,000 | +14.1% | 749 | +1.5% | 0.08% | -7.3% |
| Q1 2020 | $71,000 | -14.5% | 738 | +15.7% | 0.08% | +5.1% |
| Q4 2019 | $83,000 | – | 638 | – | 0.08% | – |
Download | ||||||
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% |