ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,115 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $434,026 | +6.2% | 2,693 | 0.0% | 0.24% | 0.0% |
| Q1 2023 | $408,634 | -33.2% | 2,693 | -36.1% | 0.24% | -46.0% |
| Q4 2022 | $611,562 | -13.7% | 4,216 | -23.6% | 0.45% | -19.4% |
| Q3 2022 | $709,000 | -6.5% | 5,515 | 0.0% | 0.56% | +1.4% |
| Q2 2022 | $758,000 | +211.9% | 5,515 | +252.6% | 0.56% | +258.1% |
| Q1 2022 | $243,000 | +3.0% | 1,564 | +3.9% | 0.16% | +6.2% |
| Q4 2021 | $236,000 | -2.5% | 1,506 | -9.4% | 0.15% | -12.0% |
| Q3 2021 | $242,000 | +8.5% | 1,663 | +9.9% | 0.17% | -4.0% |
| Q2 2021 | $223,000 | -41.6% | 1,513 | -44.1% | 0.17% | -50.0% |
| Q1 2021 | $382,000 | -34.5% | 2,708 | -40.5% | 0.35% | -34.5% |
| Q4 2020 | $583,000 | +199.0% | 4,552 | +113700.0% | 0.53% | +254.4% |
| Q4 2019 | $195,000 | – | 4 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 405,131 | $62,325,359 | 23.11% |
| Quantitative Strategies, Inc. | 187,158 | $28,792,372 | 19.37% |
| Foundation Wealth Management, LLC | 121,130 | $18,634,505 | 18.62% |
| LPWM LLC | 254,891 | $38,975,312 | 17.52% |
| Halpern Financial, Inc. | 281,683 | $43,334,118 | 14.96% |
| Praetorian Wealth Management, Inc. | 283,325 | $43,586,718 | 13.85% |
| Powell Investment Advisors, LLC | 138,335 | $21,397,622 | 12.86% |
| FINANCIAL LIFE ADVISORS | 177,823 | $27,356,344 | 11.77% |
| LVZ, Inc. | 458,002 | $70,459,044 | 11.36% |
| INSTRUMENTAL WEALTH, LLC | 58,076 | $9,034,945 | 10.55% |