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 | $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% | – |
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% |