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 | $956,695 | -14.0% | 6,334 | -8.3% | 0.24% | +7.7% |
Q2 2023 | $1,113,062 | -2.1% | 6,905 | -7.8% | 0.22% | -8.7% |
Q1 2023 | $1,137,061 | +14.4% | 7,492 | +9.4% | 0.24% | +7.6% |
Q4 2022 | $993,684 | +14.1% | 6,850 | +1.1% | 0.22% | +2.3% |
Q3 2022 | $871,000 | -6.3% | 6,774 | +0.2% | 0.22% | -4.8% |
Q2 2022 | $930,000 | -11.3% | 6,763 | +0.4% | 0.23% | -0.4% |
Q1 2022 | $1,049,000 | -0.1% | 6,735 | +0.4% | 0.23% | +1.3% |
Q4 2021 | $1,050,000 | +6.0% | 6,705 | -1.6% | 0.23% | -0.9% |
Q3 2021 | $991,000 | -0.9% | 6,816 | +0.6% | 0.23% | +5.0% |
Q2 2021 | $1,000,000 | +4.9% | 6,772 | +0.4% | 0.22% | -5.2% |
Q1 2021 | $953,000 | +10.8% | 6,748 | +0.5% | 0.23% | +0.4% |
Q4 2020 | $860,000 | +14.5% | 6,716 | +0.6% | 0.23% | -8.7% |
Q3 2020 | $751,000 | +4.7% | 6,676 | +0.7% | 0.25% | -10.3% |
Q2 2020 | $717,000 | +13.1% | 6,629 | +0.6% | 0.28% | -17.8% |
Q1 2020 | $634,000 | -9.0% | 6,592 | +22.9% | 0.34% | -52.8% |
Q4 2019 | $697,000 | – | 5,362 | – | 0.73% | – |
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% |