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 | $919 | -4.6% | 5,973 | 0.0% | 0.19% | -0.5% |
| Q2 2023 | $963 | +43.5% | 5,973 | +35.0% | 0.20% | +31.8% |
| Q1 2023 | $671 | +4.5% | 4,423 | 0.0% | 0.15% | -3.9% |
| Q4 2022 | $642 | -99.9% | 4,423 | 0.0% | 0.15% | +6.9% |
| Q3 2022 | $568,000 | -6.6% | 4,423 | 0.0% | 0.14% | -1.4% |
| Q2 2022 | $608,000 | -11.8% | 4,423 | 0.0% | 0.15% | +8.1% |
| Q1 2022 | $689,000 | -0.6% | 4,423 | 0.0% | 0.14% | +4.7% |
| Q4 2021 | $693,000 | +234.8% | 4,423 | +210.8% | 0.13% | +207.1% |
| Q3 2021 | $207,000 | – | 1,423 | – | 0.04% | – |
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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% |