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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $150,068 | -25.3% | 931 | -29.6% | 0.02% | -27.3% |
| Q1 2023 | $200,778 | -27.5% | 1,323 | -25.5% | 0.02% | -21.4% |
| Q1 2022 | $277,000 | -0.4% | 1,777 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $278,000 | +7.8% | 1,777 | 0.0% | 0.03% | +3.7% |
| Q3 2021 | $258,000 | -31.0% | 1,777 | -29.8% | 0.03% | -32.5% |
| Q2 2021 | $374,000 | +206.6% | 2,533 | +134.3% | 0.04% | -13.0% |
| Q1 2019 | $122,000 | -93.9% | 1,081 | -94.5% | 0.05% | -95.2% |
| Q4 2018 | $1,989,000 | +31.3% | 19,669 | +50.4% | 0.96% | +51.9% |
| Q3 2018 | $1,515,000 | +18.3% | 13,080 | +12.4% | 0.63% | +17.5% |
| Q2 2018 | $1,281,000 | +11.3% | 11,634 | +10.5% | 0.54% | -12.8% |
| Q1 2018 | $1,151,000 | +36.2% | 10,527 | +42.3% | 0.62% | +47.3% |
| Q4 2017 | $845,000 | – | 7,396 | – | 0.42% | – |
Download | ||||||
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% |