CRA Financial Services, LLC - ISHARES TR ownership

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
CRA Financial Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$585,669
+8.5%
3,807
+13.7%
0.16%
+10.3%
Q2 2023$539,825
+10.6%
3,349
+4.1%
0.15%
+0.7%
Q1 2023$488,181
+49.4%
3,217
+42.9%
0.14%
+35.5%
Q4 2022$326,668
+50.5%
2,252
+34.9%
0.11%
-9.3%
Q4 2019$217,0001,6700.12%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
HOME FEDERAL BANK OF TENNESSEE 416,733$63,243,40123.53%
LPWM LLC 249,212$37,820,40518.18%
Foundation Wealth Management, LLC 106,963$16,232,67816.71%
Halpern Financial, Inc. 272,735$41,390,26914.88%
MMA ASSET MANAGEMENT LLC 124,393$18,877,87213.50%
Praetorian Wealth Management, Inc. 253,861$38,525,94512.52%
Powell Investment Advisors, LLC 145,268$22,045,87012.27%
FINANCIAL LIFE ADVISORS 175,008$26,559,18911.42%
Frank, Rimerman Advisors LLC 269,955$40,968,37111.32%
INSTRUMENTAL WEALTH, LLC 54,666$8,253,51810.90%
View complete list of ISHARES TR shareholders