ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,115 filers reported holding ISHARES TR in Q2 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 | $6,402,006 | -4.6% | 41,614 | 0.0% | 3.56% | -4.9% |
| Q2 2023 | $6,707,873 | +4.1% | 41,614 | -2.0% | 3.74% | -2.9% |
| Q1 2023 | $6,441,428 | +2.2% | 42,444 | -2.3% | 3.85% | -5.2% |
| Q4 2022 | $6,301,619 | +13.0% | 43,437 | +0.1% | 4.07% | +4.0% |
| Q3 2022 | $5,578,000 | -6.5% | 43,405 | -0.0% | 3.91% | -8.1% |
| Q2 2022 | $5,968,000 | -11.7% | 43,419 | +0.0% | 4.25% | -10.2% |
| Q1 2022 | $6,759,000 | -0.6% | 43,407 | +0.0% | 4.74% | +1.9% |
| Q4 2021 | $6,797,000 | +7.2% | 43,396 | -0.5% | 4.65% | +103.2% |
| Q3 2021 | $6,342,000 | -1.0% | 43,610 | -0.0% | 2.29% | -13.3% |
| Q2 2021 | $6,409,000 | +4.1% | 43,630 | +0.1% | 2.64% | -21.9% |
| Q1 2021 | $6,157,000 | +10.3% | 43,588 | 0.0% | 3.38% | -5.2% |
| Q4 2020 | $5,580,000 | – | 43,588 | – | 3.56% | – |
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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% |