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 | $380,210 | -4.6% | 2,471 | 0.0% | 0.03% | -3.1% |
| Q2 2023 | $398,375 | +6.2% | 2,471 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $375,008 | +104650.8% | 2,471 | 0.0% | 0.03% | -3.0% |
| Q4 2022 | $358 | -99.9% | 2,471 | +3.8% | 0.03% | +3.1% |
| Q3 2022 | $306,000 | -6.4% | 2,380 | 0.0% | 0.03% | +10.3% |
| Q2 2022 | $327,000 | -11.9% | 2,380 | 0.0% | 0.03% | -3.3% |
| Q1 2022 | $371,000 | +2.2% | 2,380 | +2.8% | 0.03% | 0.0% |
| Q4 2021 | $363,000 | -5.0% | 2,315 | -11.8% | 0.03% | -23.1% |
| Q3 2021 | $382,000 | +6.7% | 2,625 | +8.3% | 0.04% | +8.3% |
| Q2 2021 | $358,000 | +7.2% | 2,423 | +2.5% | 0.04% | +2.9% |
| Q1 2021 | $334,000 | +16.0% | 2,363 | +5.1% | 0.04% | +9.4% |
| Q4 2020 | $288,000 | +13.8% | 2,248 | 0.0% | 0.03% | -11.1% |
| Q3 2020 | $253,000 | -79.6% | 2,248 | -76.4% | 0.04% | -83.8% |
| Q4 2019 | $1,238,000 | – | 9,517 | – | 0.22% | – |
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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% |