ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,022 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $910,579 | -5.5% | 5,955 | -0.4% | 0.68% | -5.6% |
Q2 2023 | $963,916 | +6.2% | 5,980 | 0.0% | 0.72% | -0.1% |
Q1 2023 | $907,525 | +2.0% | 5,980 | -2.5% | 0.72% | -5.5% |
Q4 2022 | $889,424 | +8.7% | 6,131 | -3.6% | 0.76% | -0.8% |
Q3 2022 | $818,000 | -6.5% | 6,363 | 0.0% | 0.77% | -3.8% |
Q2 2022 | $875,000 | -10.8% | 6,363 | +1.0% | 0.80% | -1.4% |
Q1 2022 | $981,000 | +4.7% | 6,299 | +5.3% | 0.81% | +8.7% |
Q4 2021 | $937,000 | – | 5,981 | – | 0.74% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HOME FEDERAL BANK OF TENNESSEE | 405,131 | $62,325,359 | 23.11% |
Quantitative Strategies, Inc. | 187,158 | $28,792,372 | 19.37% |
Foundation Wealth Management, LLC | 121,130 | $18,634,505 | 18.62% |
LPWM LLC | 254,891 | $38,975,312 | 17.52% |
Halpern Financial, Inc. | 281,683 | $43,334,118 | 14.96% |
Praetorian Wealth Management, Inc. | 283,325 | $43,586,718 | 13.85% |
Powell Investment Advisors, LLC | 138,335 | $21,397,622 | 12.86% |
FINANCIAL LIFE ADVISORS | 177,823 | $27,356,344 | 11.77% |
LVZ, Inc. | 458,002 | $70,459,044 | 11.36% |
INSTRUMENTAL WEALTH, LLC | 58,076 | $9,034,945 | 10.55% |