ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,115 filers reported holding ISHARES TR in Q2 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 | $3,111,106 | -15.4% | 20,223 | -11.3% | 2.62% | -12.8% |
| Q2 2023 | $3,676,582 | +5.3% | 22,809 | -0.9% | 3.00% | +10.7% |
| Q1 2023 | $3,492,149 | -8.3% | 23,011 | -12.4% | 2.71% | -5.7% |
| Q4 2022 | $3,809,973 | +12.6% | 26,263 | -0.2% | 2.88% | -3.7% |
| Q3 2022 | $3,384,000 | -6.6% | 26,328 | -0.1% | 2.98% | +0.9% |
| Q2 2022 | $3,623,000 | -22.7% | 26,360 | -12.4% | 2.96% | -6.2% |
| Q1 2022 | $4,685,000 | -0.7% | 30,081 | -0.1% | 3.15% | -1.7% |
| Q4 2021 | $4,717,000 | +13.2% | 30,114 | +5.1% | 3.21% | -2.9% |
| Q3 2021 | $4,168,000 | -3.9% | 28,662 | -2.5% | 3.30% | +0.6% |
| Q2 2021 | $4,339,000 | +4.9% | 29,385 | +0.3% | 3.28% | -1.3% |
| Q1 2021 | $4,138,000 | +8.6% | 29,298 | -1.6% | 3.33% | +6.6% |
| Q4 2020 | $3,811,000 | – | 29,767 | – | 3.12% | – |
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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% |