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 467,574$59,859,00023.71%
LPWM LLC 208,165$26,649,00019.89%
Willis Johnson & Associates, Inc. 622,357$79,674,00013.30%
MMA ASSET MANAGEMENT LLC 91,276$11,685,00011.36%
Powell Investment Advisors, LLC 115,050$14,729,00011.20%
Halpern Financial, Inc. 160,532$20,551,31110.69%
Praetorian Wealth Management, Inc. 211,425$27,066,00010.34%
FINANCIAL LIFE ADVISORS 145,813$18,666,0009.66%
Strategic Wealth Partners Group, LLC 350,915$44,924,0009.53%
AMARILLO NATIONAL BANK 266,126$34,069,0009.32%
View complete list of ISHARES TR shareholders