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 | $980,713 | -5.4% | 6,396 | -0.6% | 0.13% | -3.6% |
| Q2 2023 | $1,036,696 | +6.8% | 6,432 | +0.5% | 0.14% | -1.4% |
| Q1 2023 | $971,087 | -40.6% | 6,399 | -43.2% | 0.14% | -16.6% |
| Q4 2022 | $1,635,262 | +15.8% | 11,272 | +2.6% | 0.17% | -44.4% |
| Q3 2022 | $1,412,000 | +0.4% | 10,988 | +7.4% | 0.30% | +141.3% |
| Q2 2022 | $1,406,000 | +73.6% | 10,227 | +96.6% | 0.13% | -13.7% |
| Q1 2022 | $810,000 | +1.6% | 5,202 | +2.3% | 0.15% | +5.0% |
| Q4 2021 | $797,000 | +1.1% | 5,086 | -6.1% | 0.14% | -0.7% |
| Q3 2021 | $788,000 | +3.7% | 5,418 | +5.2% | 0.14% | -0.7% |
| Q2 2021 | $760,000 | -41.9% | 5,150 | -46.9% | 0.14% | +17.5% |
| Q1 2021 | $1,307,000 | +119.7% | 9,690 | +108.6% | 0.12% | +11.1% |
| Q4 2020 | $595,000 | +1.0% | 4,646 | -11.4% | 0.11% | -26.0% |
| Q3 2020 | $589,000 | -4.7% | 5,242 | -8.2% | 0.15% | -1.4% |
| Q2 2020 | $618,000 | +12.4% | 5,712 | 0.0% | 0.15% | -11.9% |
| Q1 2020 | $550,000 | – | 5,712 | – | 0.17% | – |
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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% |