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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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% |