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 | $827,323 | -0.2% | 5,367 | +3.3% | 0.07% | +1.5% |
| Q2 2023 | $828,910 | +6.4% | 5,194 | -0.1% | 0.07% | +3.1% |
| Q1 2023 | $778,797 | +7.1% | 5,201 | +3.8% | 0.06% | +1.6% |
| Q4 2022 | $726,945 | -43.6% | 5,011 | -49.4% | 0.06% | -48.8% |
| Q3 2022 | $1,290,000 | -15.7% | 9,902 | -10.6% | 0.12% | -13.4% |
| Q2 2022 | $1,531,000 | -32.6% | 11,082 | -23.0% | 0.14% | -27.9% |
| Q1 2022 | $2,271,000 | – | 14,385 | – | 0.20% | – |
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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% |