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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $560,190 | +13.0% | 3,222 | 0.0% | 0.38% | +1.6% |
| Q3 2023 | $495,598 | -4.6% | 3,222 | 0.0% | 0.37% | -9.5% |
| Q2 2023 | $519,277 | +6.2% | 3,222 | 0.0% | 0.41% | +0.2% |
| Q1 2023 | $488,898 | +4.6% | 3,222 | 0.0% | 0.41% | -5.1% |
| Q4 2022 | $467,346 | +12.9% | 3,222 | 0.0% | 0.43% | -11.6% |
| Q3 2022 | $414,000 | -6.5% | 3,222 | 0.0% | 0.49% | -9.1% |
| Q2 2022 | $443,000 | -11.8% | 3,222 | 0.0% | 0.54% | +2.3% |
| Q1 2022 | $502,000 | -0.6% | 3,222 | 0.0% | 0.53% | +2.3% |
| Q4 2021 | $505,000 | – | 3,222 | – | 0.52% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 416,733 | $63,243,401 | 23.53% |
| LPWM LLC | 249,212 | $37,820,405 | 18.18% |
| Foundation Wealth Management, LLC | 106,963 | $16,232,678 | 16.71% |
| Halpern Financial, Inc. | 272,735 | $41,390,269 | 14.88% |
| MMA ASSET MANAGEMENT LLC | 124,393 | $18,877,872 | 13.50% |
| Praetorian Wealth Management, Inc. | 253,861 | $38,525,945 | 12.52% |
| Powell Investment Advisors, LLC | 145,268 | $22,045,870 | 12.27% |
| FINANCIAL LIFE ADVISORS | 175,008 | $26,559,189 | 11.42% |
| Frank, Rimerman Advisors LLC | 269,955 | $40,968,371 | 11.32% |
| INSTRUMENTAL WEALTH, LLC | 54,666 | $8,253,518 | 10.90% |