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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $693,141 | -8.1% | 4,533 | 0.0% | 0.52% | -1.5% |
Q2 2023 | $754,337 | +10.5% | 4,533 | 0.0% | 0.53% | +4.5% |
Q1 2023 | $682,488 | -1.0% | 4,533 | 0.0% | 0.51% | -1.9% |
Q4 2022 | $689,696 | +18.3% | 4,533 | 0.0% | 0.52% | +2.6% |
Q3 2022 | $583,000 | -10.9% | 4,533 | -4.1% | 0.51% | -0.6% |
Q2 2022 | $654,000 | -0.3% | 4,728 | +4.6% | 0.51% | +3.0% |
Q1 2022 | $656,000 | -3.2% | 4,522 | +0.5% | 0.50% | -6.8% |
Q4 2021 | $678,000 | – | 4,500 | – | 0.53% | – |
Download |
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% |