ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,046 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,172,535 | -16.5% | 33,440 | -13.0% | 0.58% | -14.4% |
| Q2 2023 | $6,194,134 | +4.9% | 38,428 | -1.3% | 0.68% | -0.3% |
| Q1 2023 | $5,905,764 | +2.8% | 38,915 | -1.7% | 0.68% | -10.3% |
| Q4 2022 | $5,744,706 | +6.2% | 39,599 | -5.9% | 0.76% | -3.3% |
| Q3 2022 | $5,410,000 | +2.1% | 42,098 | +9.2% | 0.78% | +7.4% |
| Q2 2022 | $5,301,000 | -1.9% | 38,562 | +11.8% | 0.73% | +23.9% |
| Q4 2021 | $5,401,000 | +11.1% | 34,483 | +3.1% | 0.59% | -12.0% |
| Q3 2021 | $4,861,000 | +94.4% | 33,430 | +55.8% | 0.67% | -0.7% |
| Q2 2019 | $2,501,000 | -49.8% | 21,461 | -49.9% | 0.67% | -61.0% |
| Q3 2018 | $4,987,000 | -49.0% | 42,798 | -50.0% | 1.72% | -53.5% |
| Q4 2017 | $9,781,000 | +26.4% | 85,621 | +19.4% | 3.71% | +23.3% |
| Q3 2017 | $7,737,000 | -0.3% | 71,702 | -3.0% | 3.00% | -0.9% |
| Q2 2017 | $7,760,000 | +14.2% | 73,939 | +13.2% | 3.03% | +8.9% |
| Q1 2017 | $6,795,000 | +30.6% | 65,317 | +27.3% | 2.78% | +3.1% |
| Q4 2016 | $5,202,000 | +13.7% | 51,319 | +6.5% | 2.70% | -8.2% |
| Q3 2016 | $4,574,000 | -2.5% | 48,177 | -4.6% | 2.94% | -17.0% |
| Q2 2016 | $4,689,000 | +23.2% | 50,480 | +19.3% | 3.54% | +3.6% |
| Q1 2016 | $3,806,000 | – | 42,331 | – | 3.42% | – |
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% |