ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,089 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,689,942 | +0.8% | 36,986 | +5.7% | 0.86% | +5.5% |
| Q2 2023 | $5,642,311 | +27.9% | 35,004 | +20.5% | 0.82% | +19.0% |
| Q1 2023 | $4,410,313 | +1.4% | 29,061 | -3.1% | 0.68% | -4.1% |
| Q4 2022 | $4,349,939 | +10.5% | 29,985 | -2.1% | 0.71% | +2.1% |
| Q3 2022 | $3,935,000 | -6.6% | 30,619 | -0.1% | 0.70% | -3.2% |
| Q2 2022 | $4,214,000 | -13.0% | 30,657 | -1.5% | 0.72% | -2.6% |
| Q1 2022 | $4,846,000 | +0.9% | 31,118 | +1.5% | 0.74% | +2.3% |
| Q4 2021 | $4,803,000 | +8.9% | 30,667 | +1.1% | 0.72% | +1.0% |
| Q3 2021 | $4,409,000 | -1.6% | 30,320 | -0.1% | 0.72% | -0.4% |
| Q2 2021 | $4,479,000 | +7.4% | 30,336 | +2.7% | 0.72% | +1.4% |
| Q1 2021 | $4,172,000 | +10.6% | 29,539 | +0.2% | 0.71% | +2.9% |
| Q4 2020 | $3,773,000 | – | 29,469 | – | 0.69% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 405,131 | $62,325,359 | 23.11% |
| Quantitative Strategies, Inc. | 187,158 | $28,792,372 | 19.37% |
| Foundation Wealth Management, LLC | 121,130 | $18,634,505 | 18.62% |
| LPWM LLC | 254,891 | $38,975,312 | 17.52% |
| Halpern Financial, Inc. | 281,683 | $43,334,118 | 14.96% |
| Praetorian Wealth Management, Inc. | 283,325 | $43,586,718 | 13.85% |
| Powell Investment Advisors, LLC | 138,335 | $21,397,622 | 12.86% |
| FINANCIAL LIFE ADVISORS | 177,823 | $27,356,344 | 11.77% |
| LVZ, Inc. | 458,002 | $70,459,044 | 11.36% |
| INSTRUMENTAL WEALTH, LLC | 58,076 | $9,034,945 | 10.55% |