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 | $2,247,518 | -5.0% | 14,609 | -0.5% | 0.24% | -2.1% |
| Q2 2023 | $2,366,668 | +21.7% | 14,682 | -87.5% | 0.24% | +123.1% |
| Q1 2023 | $1,944,007 | +86.1% | 117,389 | +1530.0% | 0.11% | +129.8% |
| Q4 2022 | $1,044,840 | +65.6% | 7,202 | +46.7% | 0.05% | +27.0% |
| Q3 2022 | $631,000 | -12.6% | 4,910 | -5.3% | 0.04% | -42.2% |
| Q2 2022 | $722,000 | -19.5% | 5,183 | -10.0% | 0.06% | +25.5% |
| Q1 2022 | $897,000 | +2793.5% | 5,758 | +2541.3% | 0.05% | +2450.0% |
| Q1 2021 | $31,000 | – | 218 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 422,168 | $66,124,000 | 21.89% |
| LPWM LLC | 236,761 | $37,084,000 | 19.67% |
| Halpern Financial, Inc. | 212,453 | $33,276,519 | 14.24% |
| LVZ, Inc. | 604,819 | $94,733,000 | 12.66% |
| Praetorian Wealth Management, Inc. | 231,868 | $36,317,000 | 11.79% |
| Powell Investment Advisors, LLC | 127,195 | $19,923,000 | 11.32% |
| MMA ASSET MANAGEMENT LLC | 93,551 | $14,653,000 | 10.36% |
| FINANCIAL LIFE ADVISORS | 166,005 | $26,001,000 | 10.24% |
| AMARILLO NATIONAL BANK | 325,575 | $50,995,000 | 9.98% |
| Strategic Wealth Partners Group, LLC | 343,916 | $53,868,000 | 9.34% |