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 | $1,145,646 | -18.4% | 7,447 | -14.5% | 0.23% | -31.3% |
Q2 2023 | $1,404,448 | -7.9% | 8,713 | -13.3% | 0.34% | -21.0% |
Q1 2023 | $1,524,277 | +70.7% | 10,044 | +63.2% | 0.43% | +41.1% |
Q4 2022 | $893,051 | -2.3% | 6,156 | 0.0% | 0.30% | -1.6% |
Q3 2022 | $914,000 | +8.0% | 6,156 | 0.0% | 0.31% | -25.5% |
Q2 2022 | $846,000 | -11.9% | 6,156 | -0.1% | 0.42% | -29.8% |
Q1 2022 | $960,000 | -0.6% | 6,165 | 0.0% | 0.59% | -19.5% |
Q4 2021 | $966,000 | +2.5% | 6,165 | +0.1% | 0.73% | +4.1% |
Q3 2021 | $942,000 | – | 6,156 | – | 0.70% | – |
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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% |