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 | $22,146,006 | -2.6% | 143,955 | +2.0% | 7.37% | -0.4% |
| Q2 2023 | $22,744,038 | +6.5% | 141,101 | +0.3% | 7.40% | +1.8% |
| Q1 2023 | $21,350,427 | +4.7% | 140,685 | +0.0% | 7.27% | -2.3% |
| Q4 2022 | $20,400,467 | +10.6% | 140,625 | -2.0% | 7.44% | +6.1% |
| Q3 2022 | $18,441,000 | -10.8% | 143,484 | -4.6% | 7.01% | -4.1% |
| Q2 2022 | $20,675,000 | -25.8% | 150,410 | -15.9% | 7.31% | +4.1% |
| Q1 2022 | $27,847,000 | +1.5% | 178,826 | +2.1% | 7.03% | +5.3% |
| Q4 2021 | $27,425,000 | +17.1% | 175,092 | +8.7% | 6.67% | +9.2% |
| Q3 2021 | $23,417,000 | -0.2% | 161,032 | +1.3% | 6.11% | +5.8% |
| Q2 2021 | $23,460,000 | -4.1% | 158,901 | -5.2% | 5.77% | -7.5% |
| Q1 2021 | $24,469,000 | +60.6% | 167,595 | +40.8% | 6.24% | -28.9% |
| Q4 2020 | $15,237,000 | – | 119,017 | – | 8.77% | – |
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% |