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 | $2,050,687 | -4.6% | 13,330 | 0.0% | 1.43% | +1.5% |
| Q2 2023 | $2,148,663 | +2.4% | 13,330 | -3.6% | 1.41% | -4.1% |
| Q1 2023 | $2,098,841 | +4.6% | 13,830 | 0.0% | 1.47% | +0.4% |
| Q4 2022 | $2,006,318 | +12.9% | 13,830 | 0.0% | 1.46% | +2.5% |
| Q3 2022 | $1,777,000 | -10.3% | 13,830 | -4.0% | 1.42% | -4.7% |
| Q2 2022 | $1,980,000 | -11.7% | 14,405 | 0.0% | 1.50% | +6.3% |
| Q1 2022 | $2,243,000 | -0.6% | 14,405 | 0.0% | 1.41% | +4.7% |
| Q4 2021 | $2,256,000 | +7.7% | 14,405 | 0.0% | 1.34% | -1.7% |
| Q3 2021 | $2,095,000 | -1.5% | 14,405 | 0.0% | 1.37% | -6.2% |
| Q2 2021 | $2,127,000 | +4.5% | 14,405 | 0.0% | 1.46% | +30.7% |
| Q1 2021 | $2,035,000 | +10.4% | 14,405 | 0.0% | 1.12% | +3.6% |
| Q4 2020 | $1,844,000 | +13.8% | 14,405 | 0.0% | 1.08% | +2.9% |
| Q3 2020 | $1,620,000 | +3.9% | 14,405 | 0.0% | 1.05% | -3.1% |
| Q2 2020 | $1,559,000 | +12.5% | 14,405 | 0.0% | 1.08% | -5.2% |
| Q1 2020 | $1,386,000 | -29.8% | 14,405 | -5.1% | 1.14% | -13.9% |
| Q4 2019 | $1,975,000 | +9.2% | 15,180 | 0.0% | 1.32% | +3.4% |
| Q3 2019 | $1,809,000 | – | 15,180 | – | 1.28% | – |
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% |