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 | $426 | -83.6% | 2,766 | -82.8% | 0.04% | -83.8% |
| Q2 2023 | $2,599 | +65.1% | 16,121 | +55.4% | 0.23% | +81.0% |
| Q1 2023 | $1,574 | +26.6% | 10,372 | +21.0% | 0.13% | +7.7% |
| Q4 2022 | $1,243 | -99.6% | 8,569 | +216.3% | 0.12% | +244.1% |
| Q3 2022 | $348,000 | +3.3% | 2,709 | +10.5% | 0.03% | +3.0% |
| Q2 2022 | $337,000 | +17.8% | 2,451 | +33.4% | 0.03% | +43.5% |
| Q1 2022 | $286,000 | +6.3% | 1,838 | +7.0% | 0.02% | +15.0% |
| Q4 2021 | $269,000 | -20.4% | 1,718 | -26.1% | 0.02% | -28.6% |
| Q3 2021 | $338,000 | +32.0% | 2,324 | +34.1% | 0.03% | +27.3% |
| Q2 2021 | $256,000 | +57.1% | 1,733 | +50.3% | 0.02% | +37.5% |
| Q1 2021 | $163,000 | +10.1% | 1,153 | +0.1% | 0.02% | 0.0% |
| Q4 2020 | $148,000 | +13.8% | 1,152 | 0.0% | 0.02% | -11.1% |
| Q3 2020 | $130,000 | -28.2% | 1,152 | -31.0% | 0.02% | -33.3% |
| Q2 2020 | $181,000 | -17.7% | 1,670 | -27.0% | 0.03% | -38.6% |
| Q1 2020 | $220,000 | -74.0% | 2,289 | -64.8% | 0.04% | -62.7% |
| Q4 2019 | $845,000 | +93.8% | 6,498 | +73.9% | 0.12% | +71.0% |
| Q2 2019 | $436,000 | -83.2% | 3,737 | +1179.8% | 0.07% | +360.0% |
| Q1 2019 | $2,588,000 | +129300.0% | 292 | +78.0% | 0.02% | +7.1% |
| Q4 2018 | $2,000 | -98.8% | 164 | +16300.0% | 0.01% | -53.3% |
| Q3 2018 | $167,000 | -16.9% | 1 | -99.9% | 0.03% | +7.1% |
| Q2 2018 | $201,000 | – | 1,829 | – | 0.03% | – |
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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% |