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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,039,986 | -6.0% | 72,876 | -0.8% | 6.59% | -3.6% |
| Q2 2023 | $11,739,829 | +5.2% | 73,429 | -0.6% | 6.84% | +2.8% |
| Q1 2023 | $11,159,709 | -2.5% | 73,876 | -1.4% | 6.65% | -0.7% |
| Q4 2022 | $11,447,533 | +16.0% | 74,889 | -0.4% | 6.70% | -5.5% |
| Q3 2022 | $9,872,000 | -5.7% | 75,188 | -0.1% | 7.10% | -1.3% |
| Q2 2022 | $10,466,000 | -10.8% | 75,254 | -0.1% | 7.18% | -15.1% |
| Q1 2022 | $11,729,000 | -0.5% | 75,319 | +0.1% | 8.46% | +2.6% |
| Q4 2021 | $11,784,000 | +8.1% | 75,232 | +0.4% | 8.25% | +2.0% |
| Q3 2021 | $10,901,000 | -8.7% | 74,965 | -7.4% | 8.08% | -5.7% |
| Q2 2021 | $11,946,000 | +4.6% | 80,913 | +0.1% | 8.57% | -5.1% |
| Q1 2021 | $11,420,000 | +147.8% | 80,858 | +124.6% | 9.03% | +117.5% |
| Q4 2020 | $4,609,000 | – | 36,001 | – | 4.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 416,733 | $63,243,401 | 23.53% |
| LPWM LLC | 249,212 | $37,820,405 | 18.18% |
| Foundation Wealth Management, LLC | 106,963 | $16,232,678 | 16.71% |
| Halpern Financial, Inc. | 272,735 | $41,390,269 | 14.88% |
| MMA ASSET MANAGEMENT LLC | 124,393 | $18,877,872 | 13.50% |
| Praetorian Wealth Management, Inc. | 253,861 | $38,525,945 | 12.52% |
| Powell Investment Advisors, LLC | 145,268 | $22,045,870 | 12.27% |
| FINANCIAL LIFE ADVISORS | 175,008 | $26,559,189 | 11.42% |
| Frank, Rimerman Advisors LLC | 269,955 | $40,968,371 | 11.32% |
| INSTRUMENTAL WEALTH, LLC | 54,666 | $8,253,518 | 10.90% |