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 | $962,664 | -2.1% | 6,258 | +2.6% | 0.41% | +0.7% |
Q2 2023 | $982,867 | -8.2% | 6,098 | -13.5% | 0.40% | -10.2% |
Q1 2023 | $1,070,253 | +2.1% | 7,052 | -2.4% | 0.45% | -2.0% |
Q4 2022 | $1,047,968 | +5.9% | 7,224 | -6.2% | 0.46% | -2.3% |
Q3 2022 | $990,000 | -73.0% | 7,703 | -71.1% | 0.47% | -72.5% |
Q2 2022 | $3,667,000 | -7.9% | 26,674 | +4.9% | 1.70% | -4.6% |
Q1 2022 | $3,981,000 | 0.0% | 25,416 | 0.0% | 1.79% | 0.0% |
Q4 2021 | $3,981,000 | +8.9% | 25,416 | +1.1% | 1.79% | -13.1% |
Q3 2021 | $3,655,000 | -11.2% | 25,132 | -9.9% | 2.06% | -14.4% |
Q2 2021 | $4,117,000 | +18.0% | 27,883 | +15.0% | 2.40% | +6.0% |
Q1 2021 | $3,488,000 | +765.5% | 24,249 | +689.6% | 2.27% | +554.9% |
Q4 2020 | $403,000 | – | 3,071 | – | 0.35% | – |
Download |
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% |