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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $25,146 | -37.5% | 156 | -41.1% | 0.02% | -34.8% |
| Q1 2023 | $40,216 | +4.6% | 265 | 0.0% | 0.02% | +9.5% |
| Q4 2022 | $38,444 | +13.1% | 265 | 0.0% | 0.02% | +16.7% |
| Q3 2022 | $34,000 | -5.6% | 265 | 0.0% | 0.02% | +12.5% |
| Q2 2022 | $36,000 | -47.8% | 265 | -40.6% | 0.02% | -42.9% |
| Q1 2022 | $69,000 | -8.0% | 446 | -6.9% | 0.03% | -3.4% |
| Q4 2021 | $75,000 | +7.1% | 479 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $70,000 | -1.4% | 479 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $71,000 | +4.4% | 479 | 0.0% | 0.03% | -19.4% |
| Q1 2021 | $68,000 | +23.6% | 479 | +11.9% | 0.04% | -30.8% |
| Q4 2020 | $55,000 | – | 428 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 467,574 | $59,859,000 | 23.71% |
| LPWM LLC | 208,165 | $26,649,000 | 19.89% |
| Willis Johnson & Associates, Inc. | 622,357 | $79,674,000 | 13.30% |
| MMA ASSET MANAGEMENT LLC | 91,276 | $11,685,000 | 11.36% |
| Powell Investment Advisors, LLC | 115,050 | $14,729,000 | 11.20% |
| Halpern Financial, Inc. | 160,532 | $20,551,311 | 10.69% |
| Praetorian Wealth Management, Inc. | 211,425 | $27,066,000 | 10.34% |
| FINANCIAL LIFE ADVISORS | 145,813 | $18,666,000 | 9.66% |
| Strategic Wealth Partners Group, LLC | 350,915 | $44,924,000 | 9.53% |
| AMARILLO NATIONAL BANK | 266,126 | $34,069,000 | 9.32% |