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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,732,828 | +109226.7% | 10,858 | +2.6% | 0.00% | 0.0% |
| Q1 2023 | $1,585 | -40.8% | 10,584 | -42.6% | 0.00% | -50.0% |
| Q4 2022 | $2,676 | -99.9% | 18,445 | +22.2% | 0.00% | +33.3% |
| Q3 2022 | $1,966,000 | +27.7% | 15,100 | +54.9% | 0.00% | +50.0% |
| Q1 2022 | $1,539,000 | -4.1% | 9,750 | -4.7% | 0.00% | -33.3% |
| Q4 2021 | $1,604,000 | -40.7% | 10,236 | -44.1% | 0.00% | 0.0% |
| Q3 2021 | $2,706,000 | -33.7% | 18,300 | -34.1% | 0.00% | -50.0% |
| Q2 2021 | $4,079,000 | -19.4% | 27,773 | -22.1% | 0.01% | -14.3% |
| Q1 2021 | $5,062,000 | +290.9% | 35,670 | +249.7% | 0.01% | +250.0% |
| Q4 2020 | $1,295,000 | +57.4% | 10,200 | +38.2% | 0.00% | 0.0% |
| Q3 2020 | $823,000 | -30.1% | 7,379 | -32.9% | 0.00% | -50.0% |
| Q2 2020 | $1,177,000 | -18.4% | 11,004 | -9.6% | 0.00% | 0.0% |
| Q3 2019 | $1,442,000 | +156.6% | 12,167 | +152.1% | 0.00% | +100.0% |
| Q2 2019 | $562,000 | -90.7% | 4,827 | -91.3% | 0.00% | -85.7% |
| Q2 2018 | $6,071,000 | 0.0% | 55,517 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $6,071,000 | +356.5% | 55,517 | +376.9% | 0.01% | +180.0% |
| Q4 2017 | $1,330,000 | -17.9% | 11,641 | -22.4% | 0.01% | -16.7% |
| Q3 2017 | $1,619,000 | +38.7% | 14,998 | +21.0% | 0.01% | +20.0% |
| Q3 2016 | $1,167,000 | +1.2% | 12,400 | -1.6% | 0.01% | -16.7% |
| Q2 2016 | $1,153,000 | – | 12,600 | – | 0.01% | – |
Download | ||||||
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% |