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 | $473,058 | -17.3% | 3,075 | -13.4% | 0.14% | -13.4% |
| Q2 2023 | $572,225 | +6.2% | 3,550 | 0.0% | 0.16% | +1.2% |
| Q1 2023 | $538,748 | +82403.5% | 3,550 | -21.1% | 0.16% | -17.8% |
| Q4 2022 | $653 | -99.9% | 4,500 | -30.8% | 0.20% | -24.5% |
| Q3 2022 | $835,000 | -9.3% | 6,500 | -3.0% | 0.26% | -2.2% |
| Q2 2022 | $921,000 | +1574.5% | 6,700 | +1814.3% | 0.27% | +1953.8% |
| Q1 2022 | $55,000 | – | 350 | – | 0.01% | – |
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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% |