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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $512,142 | -39.1% | 3,530 | -34.6% | 0.20% | -20.8% |
| Q1 2022 | $841,000 | +79.7% | 5,401 | +67.8% | 0.25% | +145.1% |
| Q3 2021 | $468,000 | -41.6% | 3,218 | -61.3% | 0.10% | -48.5% |
| Q1 2020 | $801,000 | +67.9% | 8,319 | +127.0% | 0.20% | +106.2% |
| Q4 2019 | $477,000 | +62.8% | 3,664 | +45.0% | 0.10% | +11.6% |
| Q3 2018 | $293,000 | -11.2% | 2,527 | -11.9% | 0.09% | -10.4% |
| Q2 2018 | $330,000 | +25.0% | 2,868 | +18.8% | 0.10% | +26.3% |
| Q1 2018 | $264,000 | -8.3% | 2,414 | +0.4% | 0.08% | +5.6% |
| Q4 2017 | $288,000 | – | 2,404 | – | 0.07% | – |
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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% |