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 | $13,110,245 | -6.5% | 85,220 | -2.0% | 2.00% | -1.8% |
| Q2 2023 | $14,018,051 | +5.5% | 86,966 | -0.7% | 2.04% | -0.8% |
| Q1 2023 | $13,285,830 | +2.0% | 87,545 | -2.5% | 2.06% | -3.2% |
| Q4 2022 | $13,023,659 | +12.1% | 89,775 | -0.7% | 2.12% | -0.7% |
| Q3 2022 | $11,616,000 | -6.2% | 90,383 | +0.3% | 2.14% | +12.6% |
| Q2 2022 | $12,387,000 | -4.6% | 90,113 | +8.0% | 1.90% | +8.4% |
| Q1 2022 | $12,988,000 | -3.3% | 83,405 | -2.8% | 1.75% | -0.3% |
| Q4 2021 | $13,435,000 | – | 85,776 | – | 1.76% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 422,168 | $66,124,000 | 21.89% |
| LPWM LLC | 236,761 | $37,084,000 | 19.67% |
| Halpern Financial, Inc. | 212,453 | $33,276,519 | 14.24% |
| LVZ, Inc. | 604,819 | $94,733,000 | 12.66% |
| Praetorian Wealth Management, Inc. | 231,868 | $36,317,000 | 11.79% |
| Powell Investment Advisors, LLC | 127,195 | $19,923,000 | 11.32% |
| MMA ASSET MANAGEMENT LLC | 93,551 | $14,653,000 | 10.36% |
| FINANCIAL LIFE ADVISORS | 166,005 | $26,001,000 | 10.24% |
| AMARILLO NATIONAL BANK | 325,575 | $50,995,000 | 9.98% |
| Strategic Wealth Partners Group, LLC | 343,916 | $53,868,000 | 9.34% |