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 | $34,614 | -4.6% | 225 | 0.0% | 0.01% | -12.5% |
| Q2 2023 | $36,268 | +6.2% | 225 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $34,146 | +4.6% | 225 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $32,641 | +12.6% | 225 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $29,000 | -6.5% | 225 | 0.0% | 0.01% | -20.0% |
| Q2 2022 | $31,000 | -11.4% | 225 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $35,000 | 0.0% | 225 | 0.0% | 0.01% | +11.1% |
| Q4 2021 | $35,000 | 0.0% | 225 | -6.2% | 0.01% | -10.0% |
| Q3 2021 | $35,000 | -5.4% | 240 | -4.0% | 0.01% | -9.1% |
| Q2 2021 | $37,000 | -32.7% | 250 | -35.9% | 0.01% | -42.1% |
| Q1 2021 | $55,000 | +10.0% | 390 | 0.0% | 0.02% | +5.6% |
| Q4 2020 | $50,000 | +13.6% | 390 | 0.0% | 0.02% | -5.3% |
| Q3 2020 | $44,000 | +4.8% | 390 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $42,000 | +10.5% | 390 | 0.0% | 0.02% | -9.5% |
| Q1 2020 | $38,000 | -28.3% | 390 | -5.1% | 0.02% | -16.0% |
| Q4 2019 | $53,000 | +8.2% | 411 | 0.0% | 0.02% | -3.8% |
| Q3 2019 | $49,000 | -2.0% | 411 | -7.2% | 0.03% | -7.1% |
| Q2 2019 | $50,000 | 0.0% | 443 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $50,000 | +2.0% | 443 | -8.3% | 0.03% | -9.7% |
| Q4 2018 | $49,000 | -44.3% | 483 | -36.6% | 0.03% | -39.2% |
| Q3 2018 | $88,000 | +6.0% | 762 | +1.1% | 0.05% | +2.0% |
| Q2 2018 | $83,000 | -4.6% | 754 | -5.0% | 0.05% | -2.0% |
| Q1 2018 | $87,000 | -7.4% | 794 | -3.9% | 0.05% | -7.3% |
| Q4 2017 | $94,000 | – | 826 | – | 0.06% | – |
Download | ||||||
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% |