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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,803 | +129.5% | 23,595 | +116.1% | 0.00% | +200.0% |
| Q1 2023 | $1,657 | -99.4% | 10,919 | +564.6% | 0.00% | – |
| Q4 2021 | $257,000 | – | 1,643 | +32.8% | 0.00% | – |
| Q1 2021 | $0 | -100.0% | 1,237 | -51.3% | 0.00% | – |
| Q3 2020 | $285,000 | -39.2% | 2,538 | -29.7% | 0.00% | -100.0% |
| Q4 2019 | $469,000 | – | 3,611 | +180450.0% | 0.00% | – |
| Q1 2019 | $0 | -100.0% | 2 | -99.9% | 0.00% | -100.0% |
| Q3 2018 | $176,000 | -22.1% | 1,521 | -26.6% | 0.00% | -90.0% |
| Q1 2018 | $226,000 | +679.3% | 2,071 | +616.6% | 0.01% | +400.0% |
| Q4 2016 | $29,000 | -19.4% | 289 | -24.9% | 0.00% | 0.0% |
| Q3 2016 | $36,000 | -16.3% | 385 | -16.8% | 0.00% | -33.3% |
| Q2 2016 | $43,000 | -93.2% | 463 | -93.5% | 0.00% | -94.1% |
| Q1 2016 | $635,000 | +31650.0% | 7,069 | +23463.3% | 0.05% | – |
| Q4 2015 | $2,000 | – | 30 | – | 0.00% | – |
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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% |