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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $15,206,000 | -73.5% | 110,622 | -70.0% | 0.55% | -68.2% |
| Q1 2022 | $57,381,000 | -41.9% | 368,489 | -41.5% | 1.73% | +35.7% |
| Q4 2021 | $98,706,000 | +360.6% | 630,188 | +327.7% | 1.27% | +160.7% |
| Q3 2021 | $21,429,000 | -65.9% | 147,356 | -65.4% | 0.49% | -34.0% |
| Q2 2021 | $62,802,000 | +106.6% | 425,374 | +97.7% | 0.74% | -1.7% |
| Q1 2021 | $30,396,000 | +131.4% | 215,208 | +109.7% | 0.75% | +123.1% |
| Q4 2020 | $13,138,000 | – | 102,626 | – | 0.34% | – |
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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% |