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 | $1,335,950 | -6.0% | 8,684 | -1.5% | 0.16% | -4.3% |
| Q2 2023 | $1,421,479 | +3.1% | 8,819 | -2.9% | 0.16% | +11.7% |
| Q1 2023 | $1,379,081 | +98335.5% | 9,087 | -5.9% | 0.14% | -2.0% |
| Q4 2022 | $1,401 | -99.9% | 9,660 | -0.5% | 0.15% | -0.7% |
| Q3 2022 | $1,248,000 | +8.1% | 9,710 | +15.6% | 0.15% | +15.5% |
| Q2 2022 | $1,155,000 | -54.5% | 8,401 | -48.3% | 0.13% | +4.0% |
| Q1 2022 | $2,538,000 | +113.1% | 16,254 | +113.8% | 0.12% | +5.1% |
| Q4 2021 | $1,191,000 | +5.3% | 7,604 | -2.3% | 0.12% | -8.5% |
| Q3 2021 | $1,131,000 | +8.9% | 7,780 | +5.8% | 0.13% | -14.0% |
| Q2 2021 | $1,039,000 | 0.0% | 7,354 | 0.0% | 0.15% | -19.4% |
| Q1 2021 | $1,039,000 | +37.8% | 7,354 | +24.8% | 0.19% | +24.8% |
| Q4 2020 | $754,000 | – | 5,893 | – | 0.15% | – |
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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% |