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 | $16,462,572 | +2.5% | 107,011 | +7.4% | 0.23% | +10.4% |
| Q2 2023 | $16,064,679 | -1.3% | 99,663 | -7.1% | 0.21% | -12.1% |
| Q1 2023 | $16,280,509 | +0.8% | 107,278 | -3.7% | 0.24% | +0.4% |
| Q4 2022 | $16,156,156 | +8.6% | 111,368 | -3.8% | 0.24% | +20.7% |
| Q3 2022 | $14,877,000 | -12.5% | 115,762 | -6.5% | 0.20% | -12.8% |
| Q2 2022 | $17,012,000 | -5.6% | 123,759 | +7.0% | 0.23% | +17.6% |
| Q1 2022 | $18,018,000 | -8.0% | 115,710 | -7.5% | 0.19% | +82.1% |
| Q4 2021 | $19,594,000 | +13.7% | 125,099 | +5.6% | 0.11% | +14.0% |
| Q3 2021 | $17,227,000 | +69.8% | 118,469 | +72.4% | 0.09% | +63.2% |
| Q2 2021 | $10,146,000 | -46.5% | 68,725 | -48.8% | 0.06% | -57.5% |
| Q1 2021 | $18,967,000 | +52.1% | 134,292 | +37.9% | 0.13% | +50.6% |
| Q4 2020 | $12,471,000 | +1433.9% | 97,414 | +1247.4% | 0.09% | +709.1% |
| Q3 2020 | $813,000 | +4.0% | 7,230 | 0.0% | 0.01% | +10.0% |
| Q2 2020 | $782,000 | -89.0% | 7,230 | -90.2% | 0.01% | -87.7% |
| Q1 2020 | $7,115,000 | -29.3% | 73,926 | -4.4% | 0.08% | -12.9% |
| Q4 2019 | $10,063,000 | -46.3% | 77,348 | -50.8% | 0.09% | -48.9% |
| Q3 2019 | $18,730,000 | +87.7% | 157,213 | +83.6% | 0.18% | +80.2% |
| Q2 2019 | $9,980,000 | -6.9% | 85,610 | -19.9% | 0.10% | -25.7% |
| Q4 2018 | $10,725,000 | +2045.0% | 106,850 | +2373.4% | 0.14% | +2166.7% |
| Q3 2018 | $500,000 | -10.4% | 4,320 | -15.3% | 0.01% | -14.3% |
| Q2 2018 | $558,000 | -58.2% | 5,100 | -58.2% | 0.01% | -56.2% |
| Q1 2018 | $1,334,000 | – | 12,200 | – | 0.02% | – |
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% |