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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $14,417 | +4.6% | 95 | 0.0% | 0.00% | – |
| Q4 2022 | $13,782 | +14.8% | 95 | 0.0% | 0.00% | – |
| Q3 2022 | $12,000 | -7.7% | 95 | 0.0% | 0.00% | – |
| Q2 2022 | $13,000 | -13.3% | 95 | 0.0% | 0.00% | -100.0% |
| Q1 2022 | $15,000 | 0.0% | 95 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $15,000 | +7.1% | 95 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $14,000 | -96.0% | 95 | -96.9% | 0.00% | -96.4% |
| Q4 2017 | $351,000 | +5.7% | 3,076 | 0.0% | 0.03% | 0.0% |
| Q3 2017 | $332,000 | +2.8% | 3,076 | 0.0% | 0.03% | -3.4% |
| Q2 2017 | $323,000 | +0.9% | 3,076 | 0.0% | 0.03% | -6.5% |
| Q1 2017 | $320,000 | +2.6% | 3,076 | 0.0% | 0.03% | -6.1% |
| Q4 2016 | $312,000 | +6.8% | 3,076 | 0.0% | 0.03% | -17.5% |
| Q3 2016 | $292,000 | +5.8% | 3,076 | +3.4% | 0.04% | -27.3% |
| Q2 2016 | $276,000 | +4500.0% | 2,975 | +4150.0% | 0.06% | +5400.0% |
| Q4 2015 | $6,000 | – | 70 | – | 0.00% | – |
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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% |