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 | $2,327,541 | -4.7% | 15,047 | -0.6% | 0.18% | -2.2% |
| Q2 2023 | $2,441,222 | -13.7% | 15,145 | -18.8% | 0.18% | -15.5% |
| Q1 2023 | $2,829,033 | +6.4% | 18,641 | +1.8% | 0.22% | +1.9% |
| Q4 2022 | $2,657,658 | +18.6% | 18,320 | +5.1% | 0.22% | +0.9% |
| Q3 2022 | $2,240,000 | -4.3% | 17,431 | +2.4% | 0.21% | +7.6% |
| Q2 2022 | $2,340,000 | +14.0% | 17,025 | +29.2% | 0.20% | +31.1% |
| Q1 2022 | $2,052,000 | +9.1% | 13,177 | +9.7% | 0.15% | +41.1% |
| Q4 2021 | $1,881,000 | -1.7% | 12,010 | -8.7% | 0.11% | -8.5% |
| Q3 2021 | $1,913,000 | +5.6% | 13,154 | +7.2% | 0.12% | +3.5% |
| Q2 2021 | $1,812,000 | +5.2% | 12,273 | +0.6% | 0.11% | -6.6% |
| Q1 2021 | $1,722,000 | +24.9% | 12,196 | +13.2% | 0.12% | +16.3% |
| Q4 2020 | $1,379,000 | +6.8% | 10,775 | -6.2% | 0.10% | -7.1% |
| Q3 2020 | $1,291,000 | +9.6% | 11,482 | +5.5% | 0.11% | -1.8% |
| Q2 2020 | $1,178,000 | +30.6% | 10,882 | +16.1% | 0.11% | +15.2% |
| Q1 2020 | $902,000 | -37.8% | 9,369 | -15.9% | 0.10% | -31.2% |
| Q4 2019 | $1,449,000 | +242.6% | 11,140 | +213.9% | 0.14% | +37.1% |
| Q3 2019 | $423,000 | -65.0% | 3,549 | -65.8% | 0.10% | -13.9% |
| Q2 2019 | $1,209,000 | -14.3% | 10,373 | -17.1% | 0.12% | -15.9% |
| Q1 2019 | $1,410,000 | -64.8% | 12,508 | -68.4% | 0.14% | -69.7% |
| Q4 2018 | $4,008,000 | +4.2% | 39,636 | +20.0% | 0.48% | -55.7% |
| Q3 2018 | $3,848,000 | – | 33,032 | – | 1.08% | – |
Download | ||||||
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% |