ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,046 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $132,149 | -4.6% | 859 | 0.0% | 0.06% | +5.5% |
| Q2 2023 | $138,463 | +15.2% | 859 | +8.5% | 0.06% | -8.3% |
| Q1 2023 | $120,194 | -9.3% | 792 | -13.3% | 0.06% | -1.6% |
| Q4 2022 | $132,449 | -14.5% | 913 | -24.3% | 0.06% | -22.8% |
| Q3 2022 | $155,000 | -28.6% | 1,206 | -23.5% | 0.08% | -28.2% |
| Q2 2022 | $217,000 | +15.4% | 1,577 | +30.8% | 0.11% | +31.0% |
| Q1 2022 | $188,000 | -0.5% | 1,206 | 0.0% | 0.08% | +10.5% |
| Q4 2021 | $189,000 | +7.4% | 1,206 | 0.0% | 0.08% | -7.3% |
| Q3 2021 | $176,000 | -1.1% | 1,206 | 0.0% | 0.08% | +1.2% |
| Q2 2021 | $178,000 | -64.6% | 1,206 | -64.0% | 0.08% | -67.3% |
| Q1 2021 | $503,000 | +16.7% | 3,353 | 0.0% | 0.25% | +1.6% |
| Q4 2020 | $431,000 | +11.1% | 3,353 | 0.0% | 0.24% | +5.2% |
| Q3 2020 | $388,000 | – | 3,353 | – | 0.23% | – |
Download | ||||||
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% |