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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,046 | -99.3% | 21 | -99.5% | 0.00% | -99.7% |
| Q4 2018 | $432,000 | +730.8% | 4,005 | +784.1% | 0.30% | +770.6% |
| Q3 2018 | $52,000 | -1.9% | 453 | -6.4% | 0.03% | -10.5% |
| Q2 2018 | $53,000 | +1.9% | 484 | 0.0% | 0.04% | -7.3% |
| Q1 2018 | $52,000 | -13.3% | 484 | -8.5% | 0.04% | -12.8% |
| Q4 2017 | $60,000 | -1.6% | 529 | -7.7% | 0.05% | -7.8% |
| Q3 2017 | $61,000 | +1.7% | 573 | 0.0% | 0.05% | -1.9% |
| Q2 2017 | $60,000 | -9.1% | 573 | -10.9% | 0.05% | -11.9% |
| Q1 2017 | $66,000 | +1.5% | 643 | 0.0% | 0.06% | -3.3% |
| Q4 2016 | $65,000 | +6.6% | 643 | 0.0% | 0.06% | +7.0% |
| Q3 2016 | $61,000 | +3.4% | 643 | 0.0% | 0.06% | +1.8% |
| Q2 2016 | $59,000 | +3.5% | 643 | 0.0% | 0.06% | +1.8% |
| Q1 2016 | $57,000 | -5.0% | 643 | 0.0% | 0.06% | -1.8% |
| Q4 2015 | $60,000 | – | 643 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 519,429 | $49,995,000 | 27.23% |
| LPWM LLC | 193,875 | $18,660,000 | 20.33% |
| AMARILLO NATIONAL BANK | 394,027 | $37,925,000 | 15.64% |
| Florin Court Capital LLP | 7,773 | $748,000 | 13.96% |
| Halpern Financial, Inc. | 135,000 | $12,993,753 | 12.23% |
| Salomon & Ludwin, LLC | 445,955 | $42,923,000 | 11.04% |
| Strategic Wealth Partners Group, LLC | 370,968 | $35,706,000 | 10.39% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 143,724 | $13,833,000 | 9.76% |
| Powell Investment Advisors, LLC | 77,949 | $7,503,000 | 9.09% |
| Blue Zone Wealth Advisors, LLC | 100,614 | $9,684,000 | 9.08% |