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 | $430,559 | -30.1% | 2,799 | -26.8% | 0.26% | -20.4% |
| Q2 2023 | $616,188 | -22.8% | 3,823 | -27.3% | 0.33% | -2.1% |
| Q1 2023 | $798,260 | +4.6% | 5,260 | +0.0% | 0.34% | -9.9% |
| Q4 2022 | $762,927 | +2.4% | 5,259 | -9.2% | 0.37% | +9.1% |
| Q3 2022 | $745,000 | -5.6% | 5,795 | +1.0% | 0.34% | -4.2% |
| Q2 2022 | $789,000 | -53.8% | 5,736 | -47.7% | 0.36% | +1.1% |
| Q1 2022 | $1,708,000 | +109.3% | 10,962 | +110.4% | 0.35% | -1.9% |
| Q4 2021 | $816,000 | +3.9% | 5,210 | -3.4% | 0.36% | -5.5% |
| Q3 2021 | $785,000 | -1.4% | 5,396 | +0.0% | 0.38% | -6.8% |
| Q2 2021 | $796,000 | +7.4% | 5,394 | +2.7% | 0.41% | -6.2% |
| Q1 2021 | $741,000 | +11.6% | 5,250 | +1.2% | 0.44% | -1.8% |
| Q4 2020 | $664,000 | +25.0% | 5,186 | +9.8% | 0.44% | +13.3% |
| Q3 2020 | $531,000 | +3.9% | 4,724 | +0.0% | 0.39% | -1.5% |
| Q2 2020 | $511,000 | +14.6% | 4,723 | +1.9% | 0.40% | -6.1% |
| Q1 2020 | $446,000 | -43.0% | 4,637 | -22.8% | 0.42% | -35.8% |
| Q4 2019 | $782,000 | – | 6,008 | – | 0.66% | – |
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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% |