ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,037 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $962,664 | -2.1% | 6,258 | +2.6% | 0.41% | +0.7% |
Q2 2023 | $982,867 | -8.2% | 6,098 | -13.5% | 0.40% | -10.2% |
Q1 2023 | $1,070,253 | +2.1% | 7,052 | -2.4% | 0.45% | -2.0% |
Q4 2022 | $1,047,968 | +5.9% | 7,224 | -6.2% | 0.46% | -2.3% |
Q3 2022 | $990,000 | -73.0% | 7,703 | -71.1% | 0.47% | -72.5% |
Q2 2022 | $3,667,000 | -7.9% | 26,674 | +4.9% | 1.70% | -4.6% |
Q1 2022 | $3,981,000 | 0.0% | 25,416 | 0.0% | 1.79% | 0.0% |
Q4 2021 | $3,981,000 | +8.9% | 25,416 | +1.1% | 1.79% | -13.1% |
Q3 2021 | $3,655,000 | -11.2% | 25,132 | -9.9% | 2.06% | -14.4% |
Q2 2021 | $4,117,000 | +18.0% | 27,883 | +15.0% | 2.40% | +6.0% |
Q1 2021 | $3,488,000 | +765.5% | 24,249 | +689.6% | 2.27% | +554.9% |
Q4 2020 | $403,000 | – | 3,071 | – | 0.35% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HOME FEDERAL BANK OF TENNESSEE | 416,733 | $63,243,401 | 23.53% |
LPWM LLC | 249,212 | $37,820,405 | 18.18% |
Foundation Wealth Management, LLC | 106,963 | $16,232,678 | 16.71% |
Halpern Financial, Inc. | 272,735 | $41,390,269 | 14.88% |
MMA ASSET MANAGEMENT LLC | 124,393 | $18,877,872 | 13.50% |
Praetorian Wealth Management, Inc. | 253,861 | $38,525,945 | 12.52% |
Powell Investment Advisors, LLC | 145,268 | $22,045,870 | 12.27% |
FINANCIAL LIFE ADVISORS | 175,008 | $26,559,189 | 11.42% |
Frank, Rimerman Advisors LLC | 269,955 | $40,968,371 | 11.32% |
INSTRUMENTAL WEALTH, LLC | 54,666 | $8,253,518 | 10.90% |