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 | $655,938 | +3.3% | 4,276 | +10.3% | 0.40% | +5.9% |
| Q2 2023 | $635,199 | -12.0% | 3,876 | -17.9% | 0.37% | -17.7% |
| Q1 2023 | $722,101 | +28.8% | 4,719 | +25.7% | 0.45% | +21.1% |
| Q4 2022 | $560,660 | +12.4% | 3,754 | +0.3% | 0.37% | +0.8% |
| Q3 2022 | $499,000 | -1.4% | 3,741 | +0.5% | 0.37% | -0.8% |
| Q2 2022 | $506,000 | -10.0% | 3,722 | +1.3% | 0.37% | -4.3% |
| Q1 2022 | $562,000 | -8.6% | 3,674 | -5.8% | 0.39% | -11.1% |
| Q4 2021 | $615,000 | +9.0% | 3,899 | +2.2% | 0.44% | +1.6% |
| Q3 2021 | $564,000 | -1.6% | 3,815 | 0.0% | 0.43% | -2.5% |
| Q2 2021 | $573,000 | +4.4% | 3,815 | 0.0% | 0.44% | -8.1% |
| Q1 2021 | $549,000 | +12.7% | 3,815 | +0.5% | 0.48% | -4.7% |
| Q4 2020 | $487,000 | – | 3,795 | – | 0.51% | – |
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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% |