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 | $1,611,611 | -7.6% | 10,419 | -3.7% | 0.36% | -5.9% |
Q2 2023 | $1,743,592 | +5.3% | 10,817 | -0.9% | 0.39% | +1.3% |
Q1 2023 | $1,656,612 | -0.3% | 10,916 | -4.7% | 0.38% | -7.3% |
Q4 2022 | $1,661,922 | -17.0% | 11,456 | -26.4% | 0.41% | -18.9% |
Q3 2022 | $2,002,000 | -7.0% | 15,574 | -0.5% | 0.51% | -4.7% |
Q2 2022 | $2,152,000 | -15.0% | 15,655 | -3.8% | 0.53% | -8.4% |
Q1 2022 | $2,533,000 | +4.4% | 16,269 | +5.0% | 0.58% | +6.4% |
Q4 2021 | $2,426,000 | +2.2% | 15,488 | -5.1% | 0.55% | -5.4% |
Q3 2021 | $2,373,000 | -4.2% | 16,316 | -2.8% | 0.58% | -7.1% |
Q2 2021 | $2,477,000 | +4.7% | 16,778 | +0.2% | 0.62% | -5.5% |
Q1 2021 | $2,365,000 | -25.1% | 16,744 | -32.1% | 0.66% | -3.2% |
Q4 2020 | $3,157,000 | – | 24,660 | – | 0.68% | – |
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% |