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 | $29,946,772 | -9.8% | 152,064 | -7.5% | 0.31% | -5.7% |
Q2 2023 | $33,192,372 | +15.1% | 164,320 | +2.0% | 0.33% | +11.1% |
Q1 2023 | $28,843,461 | -0.8% | 161,157 | -3.0% | 0.30% | -6.6% |
Q4 2022 | $29,085,661 | +4.1% | 166,154 | -6.5% | 0.32% | +0.6% |
Q3 2022 | $27,930,442 | +3.0% | 177,627 | +3.8% | 0.32% | +3.9% |
Q2 2022 | $27,125,115 | -6.1% | 171,108 | +2.6% | 0.30% | +8.2% |
Q1 2022 | $28,895,582 | -21.4% | 166,731 | -13.9% | 0.28% | -21.2% |
Q4 2021 | $36,771,017 | – | 193,623 | – | 0.36% | – |
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% |