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 | $12,333,463 | -1.6% | 80,171 | +3.1% | 5.15% | -0.4% |
| Q2 2023 | $12,531,026 | +12.8% | 77,741 | +6.2% | 5.17% | +6.9% |
| Q1 2023 | $11,105,289 | +7.0% | 73,177 | +2.3% | 4.84% | -5.7% |
| Q4 2022 | $10,377,841 | +12.9% | 71,504 | 0.0% | 5.13% | +6.9% |
| Q3 2022 | $9,190,000 | -12.9% | 71,504 | +12.6% | 4.80% | -11.0% |
| Q2 2022 | $10,557,000 | -2.8% | 63,485 | 0.0% | 5.40% | +1.4% |
| Q1 2022 | $10,865,000 | +9.3% | 63,485 | 0.0% | 5.32% | +5.5% |
| Q4 2021 | $9,944,000 | +19.2% | 63,485 | +10.7% | 5.04% | +10.8% |
| Q3 2021 | $8,343,000 | +2.8% | 57,371 | +4.4% | 4.55% | -9.6% |
| Q2 2021 | $8,115,000 | +17.3% | 54,963 | +12.2% | 5.03% | +2.5% |
| Q1 2021 | $6,916,000 | +27.2% | 48,968 | +15.3% | 4.91% | +6.6% |
| Q4 2020 | $5,437,000 | – | 42,470 | – | 4.61% | – |
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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% |