ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,110 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $836,014 | -2.6% | 4,593 | 0.0% | 0.31% | -6.6% |
| Q1 2024 | $857,985 | +21.6% | 4,593 | +13.2% | 0.33% | +20.8% |
| Q4 2023 | $705,373 | -26.7% | 4,056 | -35.2% | 0.27% | -32.5% |
| 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 | 422,168 | $66,124,000 | 21.89% |
| LPWM LLC | 236,761 | $37,084,000 | 19.67% |
| Halpern Financial, Inc. | 212,453 | $33,276,519 | 14.24% |
| LVZ, Inc. | 604,819 | $94,733,000 | 12.66% |
| Praetorian Wealth Management, Inc. | 231,868 | $36,317,000 | 11.79% |
| Powell Investment Advisors, LLC | 127,195 | $19,923,000 | 11.32% |
| MMA ASSET MANAGEMENT LLC | 93,551 | $14,653,000 | 10.36% |
| FINANCIAL LIFE ADVISORS | 166,005 | $26,001,000 | 10.24% |
| AMARILLO NATIONAL BANK | 325,575 | $50,995,000 | 9.98% |
| Strategic Wealth Partners Group, LLC | 343,916 | $53,868,000 | 9.34% |