ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,046 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $492,288 | -6.2% | 3,200 | -1.7% | 0.29% | -1.7% |
| Q2 2023 | $524,835 | +6.2% | 3,256 | 0.0% | 0.30% | +1.0% |
| Q1 2023 | $494,131 | +1.2% | 3,256 | -3.3% | 0.30% | -14.5% |
| Q4 2022 | $488,460 | +14.9% | 3,367 | +1.7% | 0.34% | -6.2% |
| Q3 2022 | $425,000 | -6.6% | 3,310 | +0.0% | 0.37% | -5.2% |
| Q2 2022 | $455,000 | -11.7% | 3,309 | 0.0% | 0.39% | -7.0% |
| Q1 2022 | $515,000 | -11.4% | 3,309 | -10.8% | 0.42% | -7.1% |
| Q4 2021 | $581,000 | – | 3,708 | – | 0.45% | – |
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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% |