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 | $954,263 | -9.5% | 6,203 | -5.2% | 0.36% | -7.3% |
| Q2 2023 | $1,054,820 | +6.8% | 6,544 | +0.6% | 0.38% | +2.9% |
| Q1 2023 | $987,243 | -9.6% | 6,505 | -13.6% | 0.37% | -14.2% |
| Q4 2022 | $1,091,652 | +14.5% | 7,525 | +1.5% | 0.44% | +1.6% |
| Q3 2022 | $953,000 | +32.4% | 7,412 | +41.4% | 0.43% | +37.5% |
| Q2 2022 | $720,000 | +44.0% | 5,241 | +63.2% | 0.31% | +57.6% |
| Q1 2022 | $500,000 | +2.0% | 3,211 | +1.5% | 0.20% | +2.6% |
| Q4 2021 | $490,000 | +5.6% | 3,163 | -0.9% | 0.19% | -2.0% |
| Q3 2021 | $464,000 | -2.5% | 3,192 | -1.0% | 0.20% | -3.9% |
| Q2 2021 | $476,000 | – | 3,225 | – | 0.20% | – |
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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% |