ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,050 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $395,872 | -2.6% | 2,175 | 0.0% | 0.10% | -3.7% |
| Q1 2024 | $406,312 | -17.1% | 2,175 | -22.9% | 0.11% | -23.0% |
| Q4 2023 | $490,370 | +3.7% | 2,820 | -8.3% | 0.14% | -2.1% |
| 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 | 422,168 | $66,124,000 | 21.89% |
| LPWM LLC | 236,761 | $37,084,000 | 19.67% |
| Halpern Financial, Inc. | 212,453 | $33,276,519 | 14.24% |
| LVZ, Inc. | 604,819 | $94,733,000 | 12.66% |
| Praetorian Wealth Management, Inc. | 231,868 | $36,317,000 | 11.79% |
| Powell Investment Advisors, LLC | 127,195 | $19,923,000 | 11.32% |
| MMA ASSET MANAGEMENT LLC | 93,551 | $14,653,000 | 10.36% |
| FINANCIAL LIFE ADVISORS | 166,005 | $26,001,000 | 10.24% |
| AMARILLO NATIONAL BANK | 325,575 | $50,995,000 | 9.98% |
| Strategic Wealth Partners Group, LLC | 343,916 | $53,868,000 | 9.34% |