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 | $406,446 | +90.9% | 2,642 | +100.0% | 0.11% | -4.3% |
| Q2 2023 | $212,932 | -12.4% | 1,321 | -17.5% | 0.12% | -15.8% |
| Q1 2023 | $242,968 | +4.6% | 1,601 | 0.0% | 0.14% | -3.5% |
| Q4 2022 | $232,257 | +4.2% | 1,601 | -7.8% | 0.14% | -5.9% |
| Q3 2022 | $223,000 | -53.2% | 1,736 | -50.0% | 0.15% | +4.1% |
| Q2 2022 | $477,000 | -12.6% | 3,472 | -1.0% | 0.15% | -0.7% |
| Q1 2022 | $546,000 | -0.5% | 3,506 | 0.0% | 0.15% | +9.6% |
| Q4 2021 | $549,000 | +115.3% | 3,506 | +100.0% | 0.14% | -4.3% |
| Q3 2021 | $255,000 | -1.5% | 1,753 | 0.0% | 0.14% | -2.1% |
| Q2 2021 | $259,000 | +24.5% | 1,753 | +19.3% | 0.14% | +17.1% |
| Q1 2021 | $208,000 | – | 1,470 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 405,131 | $62,325,359 | 23.11% |
| Quantitative Strategies, Inc. | 187,158 | $28,792,372 | 19.37% |
| Foundation Wealth Management, LLC | 121,130 | $18,634,505 | 18.62% |
| LPWM LLC | 254,891 | $38,975,312 | 17.52% |
| Halpern Financial, Inc. | 281,683 | $43,334,118 | 14.96% |
| Praetorian Wealth Management, Inc. | 283,325 | $43,586,718 | 13.85% |
| Powell Investment Advisors, LLC | 138,335 | $21,397,622 | 12.86% |
| FINANCIAL LIFE ADVISORS | 177,823 | $27,356,344 | 11.77% |
| LVZ, Inc. | 458,002 | $70,459,044 | 11.36% |
| INSTRUMENTAL WEALTH, LLC | 58,076 | $9,034,945 | 10.55% |