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 | $253,836 | -4.6% | 1,650 | 0.0% | 0.16% | -1.2% |
Q2 2023 | $265,964 | +6.2% | 1,650 | 0.0% | 0.16% | 0.0% |
Q1 2023 | $250,322 | +4.6% | 1,650 | 0.0% | 0.16% | +1.3% |
Q4 2022 | $239,366 | +1.4% | 1,650 | 0.0% | 0.16% | +1.3% |
Q3 2022 | $236,000 | +4.0% | 1,650 | 0.0% | 0.16% | +5.4% |
Q2 2022 | $227,000 | -11.7% | 1,650 | 0.0% | 0.15% | +3.5% |
Q1 2022 | $257,000 | -0.4% | 1,650 | 0.0% | 0.14% | +3.6% |
Q4 2021 | $258,000 | +7.5% | 1,650 | 0.0% | 0.14% | -2.8% |
Q3 2021 | $240,000 | -1.6% | 1,650 | 0.0% | 0.14% | -0.7% |
Q2 2021 | $244,000 | +4.7% | 1,650 | 0.0% | 0.14% | +12.6% |
Q1 2021 | $233,000 | +10.4% | 1,650 | 0.0% | 0.13% | +0.8% |
Q4 2020 | $211,000 | -1.9% | 1,650 | 0.0% | 0.13% | -26.7% |
Q4 2019 | $215,000 | – | 1,650 | – | 0.17% | – |
Download |
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% |