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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |