ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,093 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $176 | -4.9% | 1,150 | 0.0% | 0.00% | – |
| Q2 2023 | $185 | +6.3% | 1,150 | 0.0% | 0.00% | – |
| Q1 2023 | $174 | +4.8% | 1,150 | 0.0% | 0.00% | – |
| Q4 2022 | $166 | -99.9% | 1,150 | 0.0% | 0.00% | – |
| Q3 2022 | $147,000 | -7.0% | 1,150 | 0.0% | 0.00% | – |
| Q2 2022 | $158,000 | -11.7% | 1,150 | 0.0% | 0.00% | – |
| Q1 2022 | $179,000 | -0.6% | 1,150 | 0.0% | 0.00% | – |
| Q4 2021 | $180,000 | +7.8% | 1,150 | 0.0% | 0.00% | – |
| Q3 2021 | $167,000 | -1.2% | 1,150 | 0.0% | 0.00% | – |
| Q2 2021 | $169,000 | +4.3% | 1,150 | 0.0% | 0.00% | – |
| Q1 2021 | $162,000 | +10.2% | 1,150 | 0.0% | 0.00% | – |
| Q4 2020 | $147,000 | +14.0% | 1,150 | 0.0% | 0.00% | – |
| Q3 2020 | $129,000 | +4.0% | 1,150 | 0.0% | 0.00% | – |
| Q2 2020 | $124,000 | -43.9% | 1,150 | -50.0% | 0.00% | – |
| Q1 2020 | $221,000 | -26.1% | 2,300 | 0.0% | 0.00% | – |
| Q4 2019 | $299,000 | +9.1% | 2,300 | 0.0% | 0.00% | – |
| Q3 2019 | $274,000 | +2.2% | 2,300 | 0.0% | 0.00% | – |
| Q2 2019 | $268,000 | +3.5% | 2,300 | 0.0% | 0.00% | – |
| Q1 2019 | $259,000 | +11.6% | 2,300 | 0.0% | 0.00% | – |
| Q4 2018 | $232,000 | -12.8% | 2,300 | 0.0% | 0.00% | – |
| Q3 2018 | $266,000 | +5.1% | 2,300 | 0.0% | 0.00% | – |
| Q2 2018 | $253,000 | – | 2,300 | – | 0.00% | – |
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% |