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 | $557,978 | -4.6% | 3,627 | 0.0% | 0.13% | +3.3% |
Q2 2023 | $584,636 | +6.2% | 3,627 | 0.0% | 0.12% | 0.0% |
Q1 2023 | $550,434 | +22.1% | 3,627 | +16.7% | 0.12% | +12.8% |
Q4 2022 | $450,732 | +2046.3% | 3,107 | +1760.5% | 0.11% | +1716.7% |
Q3 2022 | $21,000 | -8.7% | 167 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $23,000 | -11.5% | 167 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $26,000 | 0.0% | 167 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $26,000 | -45.8% | 167 | -60.6% | 0.01% | -82.9% |
Q3 2021 | $48,000 | +92.0% | 424 | +153.9% | 0.04% | +400.0% |
Q2 2021 | $25,000 | +4.2% | 167 | 0.0% | 0.01% | -22.2% |
Q1 2021 | $24,000 | -55.6% | 167 | -60.6% | 0.01% | -72.7% |
Q4 2020 | $54,000 | +12.5% | 424 | 0.0% | 0.03% | -5.7% |
Q3 2020 | $48,000 | +4.3% | 424 | 0.0% | 0.04% | -7.9% |
Q2 2020 | $46,000 | +12.2% | 424 | 0.0% | 0.04% | -9.5% |
Q1 2020 | $41,000 | – | 424 | – | 0.04% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HOME FEDERAL BANK OF TENNESSEE | 416,733 | $63,243,401 | 23.53% |
LPWM LLC | 249,212 | $37,820,405 | 18.18% |
Foundation Wealth Management, LLC | 106,963 | $16,232,678 | 16.71% |
Halpern Financial, Inc. | 272,735 | $41,390,269 | 14.88% |
MMA ASSET MANAGEMENT LLC | 124,393 | $18,877,872 | 13.50% |
Praetorian Wealth Management, Inc. | 253,861 | $38,525,945 | 12.52% |
Powell Investment Advisors, LLC | 145,268 | $22,045,870 | 12.27% |
FINANCIAL LIFE ADVISORS | 175,008 | $26,559,189 | 11.42% |
Frank, Rimerman Advisors LLC | 269,955 | $40,968,371 | 11.32% |
INSTRUMENTAL WEALTH, LLC | 54,666 | $8,253,518 | 10.90% |