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 | $389,026 | -0.4% | 2,529 | +4.4% | 0.03% | +3.4% |
| Q2 2023 | $390,527 | +4.8% | 2,423 | -1.3% | 0.03% | 0.0% |
| Q1 2023 | $372,688 | +6.0% | 2,456 | +1.4% | 0.03% | -3.3% |
| Q4 2022 | $351,472 | +13.7% | 2,423 | +0.7% | 0.03% | +3.4% |
| Q3 2022 | $309,000 | -6.9% | 2,406 | -0.4% | 0.03% | -6.5% |
| Q2 2022 | $332,000 | -11.2% | 2,415 | +0.6% | 0.03% | -3.1% |
| Q1 2022 | $374,000 | -0.3% | 2,400 | +0.3% | 0.03% | -3.0% |
| Q4 2021 | $375,000 | +101.6% | 2,394 | +87.0% | 0.03% | +83.3% |
| Q3 2021 | $186,000 | -1.6% | 1,280 | 0.0% | 0.02% | -5.3% |
| Q2 2021 | $189,000 | – | 1,280 | – | 0.02% | – |
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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% |