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 | $1,175,645 | -0.6% | 7,642 | +4.2% | 0.29% | +5.4% |
| Q2 2023 | $1,182,490 | +6.2% | 7,336 | 0.0% | 0.28% | +1.1% |
| Q1 2023 | $1,113,311 | +4.6% | 7,336 | 0.0% | 0.27% | -4.2% |
| Q4 2022 | $1,064,234 | +37.0% | 7,336 | +21.3% | 0.29% | +22.2% |
| Q3 2022 | $777,000 | -6.5% | 6,048 | 0.0% | 0.23% | -4.5% |
| Q2 2022 | $831,000 | -11.7% | 6,048 | 0.0% | 0.24% | +7.0% |
| Q1 2022 | $941,000 | -0.6% | 6,048 | 0.0% | 0.23% | 0.0% |
| Q4 2021 | $947,000 | +7.7% | 6,048 | 0.0% | 0.23% | +1.8% |
| Q3 2021 | $879,000 | -1.5% | 6,048 | 0.0% | 0.22% | -1.7% |
| Q2 2021 | $892,000 | +4.4% | 6,048 | 0.0% | 0.23% | -4.2% |
| Q1 2021 | $854,000 | +6.1% | 6,048 | 0.0% | 0.24% | +9.1% |
| Q4 2020 | $805,000 | – | 6,048 | – | 0.22% | – |
Download | ||||||
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% |