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 | $888,167 | -4.9% | 5,773 | -0.3% | 0.07% | +6.2% |
| Q2 2023 | $933,542 | +6.2% | 5,792 | 0.0% | 0.06% | +6.6% |
| Q1 2023 | $878,963 | +6.5% | 5,792 | +1.8% | 0.06% | -20.8% |
| Q4 2022 | $825,583 | +52.6% | 5,691 | +35.1% | 0.08% | +67.4% |
| Q3 2022 | $541,000 | -29.4% | 4,212 | -24.4% | 0.05% | -24.6% |
| Q2 2022 | $766,000 | -17.2% | 5,575 | -6.1% | 0.06% | -1.6% |
| Q1 2022 | $925,000 | +322.4% | 5,939 | +323.9% | 0.06% | +264.7% |
| Q4 2021 | $219,000 | – | 1,401 | – | 0.02% | – |
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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% |