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 | $491,365 | -4.6% | 3,194 | 0.0% | 0.10% | -12.7% |
| Q2 2023 | $514,841 | +3.9% | 3,194 | -2.2% | 0.11% | -6.8% |
| Q1 2023 | $495,648 | +7.0% | 3,266 | +2.3% | 0.12% | -5.6% |
| Q4 2022 | $463,354 | +12.7% | 3,194 | 0.0% | 0.12% | -16.1% |
| Q3 2022 | $411,000 | -6.4% | 3,194 | 0.0% | 0.15% | 0.0% |
| Q2 2022 | $439,000 | -11.7% | 3,194 | 0.0% | 0.15% | -2.6% |
| Q1 2022 | $497,000 | -0.8% | 3,194 | 0.0% | 0.15% | +2.7% |
| Q4 2021 | $501,000 | +7.7% | 3,194 | 0.0% | 0.15% | -7.5% |
| Q3 2021 | $465,000 | -2.1% | 3,194 | -0.8% | 0.16% | -5.3% |
| Q2 2021 | $475,000 | – | 3,221 | – | 0.17% | – |
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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% |