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 | $43,586,718 | +4.8% | 283,325 | +9.8% | 13.85% | +7.8% |
| Q2 2023 | $41,598,786 | +8.0% | 258,073 | +1.7% | 12.85% | +2.6% |
| Q1 2023 | $38,525,945 | +48.9% | 253,861 | +2.7% | 12.52% | +34.3% |
| Q4 2022 | $25,870,298 | -17.7% | 247,262 | +1.1% | 9.32% | -20.9% |
| Q3 2022 | $31,437,000 | -6.0% | 244,611 | +0.6% | 11.79% | -4.0% |
| Q2 2022 | $33,431,000 | -10.4% | 243,206 | +1.5% | 12.28% | -3.4% |
| Q1 2022 | $37,307,000 | +2.7% | 239,578 | +3.3% | 12.71% | +7.8% |
| Q4 2021 | $36,317,000 | +10.5% | 231,868 | +2.6% | 11.79% | +5.9% |
| Q3 2021 | $32,872,000 | -1.1% | 226,051 | +0.4% | 11.14% | +0.3% |
| Q2 2021 | $33,241,000 | +6.9% | 225,149 | +2.3% | 11.10% | +1.3% |
| Q1 2021 | $31,096,000 | +14.9% | 220,167 | +4.1% | 10.96% | +6.0% |
| Q4 2020 | $27,066,000 | +26.0% | 211,425 | +10.7% | 10.34% | +9.0% |
| Q3 2020 | $21,479,000 | +9.3% | 191,012 | +5.2% | 9.48% | -1.4% |
| Q2 2020 | $19,646,000 | – | 181,551 | – | 9.61% | – |
Download | ||||||
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% |