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 | $1,556,037 | -6.2% | 10,115 | -1.7% | 0.67% | -6.6% |
| Q2 2023 | $1,658,105 | +8.3% | 10,287 | +2.0% | 0.71% | -2.1% |
| Q1 2023 | $1,531,017 | +7.8% | 10,088 | +3.0% | 0.73% | +0.8% |
| Q4 2022 | $1,420,691 | +43.4% | 9,793 | +27.0% | 0.72% | +31.2% |
| Q3 2022 | $991,000 | -9.2% | 7,714 | -2.8% | 0.55% | -2.3% |
| Q2 2022 | $1,091,000 | +42.2% | 7,938 | +61.2% | 0.56% | +57.1% |
| Q1 2022 | $767,000 | +27.4% | 4,924 | +28.1% | 0.36% | +28.7% |
| Q4 2021 | $602,000 | +26.2% | 3,844 | +17.2% | 0.28% | +15.3% |
| Q3 2021 | $477,000 | +6.2% | 3,279 | +7.9% | 0.24% | -4.0% |
| Q2 2021 | $449,000 | +11.7% | 3,039 | +6.8% | 0.25% | +0.8% |
| Q1 2021 | $402,000 | +13.9% | 2,845 | +3.2% | 0.25% | +0.4% |
| Q4 2020 | $353,000 | +33.7% | 2,757 | +17.5% | 0.25% | +11.2% |
| Q3 2020 | $264,000 | – | 2,347 | – | 0.22% | – |
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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% |