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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $956,569 | +13.0% | 5,501 | 0.0% | 0.45% | -10.2% |
| Q3 2023 | $846,274 | +61.2% | 5,501 | +68.9% | 0.50% | +52.0% |
| Q2 2023 | $524,996 | +6.0% | 3,257 | -0.2% | 0.33% | -3.8% |
| Q1 2023 | $495,345 | +25.8% | 3,264 | +20.3% | 0.34% | +6.9% |
| Q4 2022 | $393,720 | -26.0% | 2,714 | -34.4% | 0.32% | -20.4% |
| Q3 2022 | $532,000 | -6.5% | 4,137 | 0.0% | 0.40% | -0.2% |
| Q2 2022 | $569,000 | -11.6% | 4,137 | 0.0% | 0.40% | +25.2% |
| Q1 2022 | $644,000 | -0.6% | 4,137 | 0.0% | 0.32% | +15.4% |
| Q4 2021 | $648,000 | +7.6% | 4,137 | 0.0% | 0.28% | +8.1% |
| Q3 2021 | $602,000 | -1.5% | 4,137 | 0.0% | 0.26% | -23.7% |
| Q2 2021 | $611,000 | +445.5% | 4,137 | +313.7% | 0.34% | +210.1% |
| Q3 2020 | $112,000 | – | 1,000 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 422,168 | $66,124,000 | 21.89% |
| LPWM LLC | 236,761 | $37,084,000 | 19.67% |
| Halpern Financial, Inc. | 212,453 | $33,276,519 | 14.24% |
| LVZ, Inc. | 604,819 | $94,733,000 | 12.66% |
| Praetorian Wealth Management, Inc. | 231,868 | $36,317,000 | 11.79% |
| Powell Investment Advisors, LLC | 127,195 | $19,923,000 | 11.32% |
| MMA ASSET MANAGEMENT LLC | 93,551 | $14,653,000 | 10.36% |
| FINANCIAL LIFE ADVISORS | 166,005 | $26,001,000 | 10.24% |
| AMARILLO NATIONAL BANK | 325,575 | $50,995,000 | 9.98% |
| Strategic Wealth Partners Group, LLC | 343,916 | $53,868,000 | 9.34% |