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 | $92,879,903 | -2.8% | 603,744 | +1.8% | 7.39% | +3.0% |
| Q2 2023 | $95,563,334 | +30.1% | 592,861 | +22.5% | 7.17% | +24.9% |
| Q1 2023 | $73,468,592 | +71.2% | 484,110 | +63.7% | 5.74% | +58.0% |
| Q4 2022 | $42,914,333 | +11.7% | 295,818 | -1.1% | 3.64% | +1.7% |
| Q3 2022 | $38,430,000 | -2.7% | 299,017 | +4.0% | 3.57% | +2.2% |
| Q2 2022 | $39,511,000 | -11.1% | 287,435 | +0.7% | 3.50% | +0.6% |
| Q1 2022 | $44,452,000 | +1.7% | 285,459 | +2.3% | 3.48% | +6.6% |
| Q4 2021 | $43,716,000 | +13.9% | 279,101 | +5.8% | 3.26% | +3.7% |
| Q3 2021 | $38,378,000 | +7.4% | 263,913 | +9.0% | 3.15% | +6.4% |
| Q2 2021 | $35,745,000 | +66.4% | 242,110 | +59.2% | 2.96% | +61.1% |
| Q1 2021 | $21,478,000 | +162.0% | 152,071 | +137.5% | 1.84% | +70.8% |
| Q4 2020 | $8,199,000 | +56.9% | 64,039 | +37.8% | 1.08% | -8.5% |
| Q3 2020 | $5,227,000 | +6601.3% | 46,480 | +7659.6% | 1.18% | +6427.8% |
| Q4 2019 | $78,000 | – | 599 | – | 0.02% | – |
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% |