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 | $565,458 | +3.8% | 3,676 | +8.7% | 0.22% | -0.9% |
| Q2 2023 | $544,923 | +6.2% | 3,381 | 0.0% | 0.22% | +1.4% |
| Q1 2023 | $513,044 | -17.4% | 3,381 | -21.1% | 0.21% | -16.4% |
| Q4 2022 | $621,281 | +3.7% | 4,283 | -8.1% | 0.26% | -5.2% |
| Q3 2022 | $599,000 | -39.4% | 4,663 | -35.2% | 0.27% | -37.5% |
| Q2 2022 | $989,000 | -6.7% | 7,197 | +2.0% | 0.43% | -3.4% |
| Q1 2022 | $1,060,000 | -19.4% | 7,057 | -15.9% | 0.45% | -14.9% |
| Q4 2021 | $1,315,000 | -3.5% | 8,395 | -10.4% | 0.52% | -9.0% |
| Q3 2021 | $1,362,000 | -1.5% | 9,366 | 0.0% | 0.58% | -1.5% |
| Q2 2021 | $1,383,000 | -14.9% | 9,366 | -18.7% | 0.59% | -18.5% |
| Q1 2021 | $1,626,000 | – | 11,516 | – | 0.72% | – |
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% |