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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $64,898 | +4.9% | 428 | +0.2% | 0.03% | -10.0% |
| Q4 2022 | $61,891 | +6.7% | 427 | +0.5% | 0.03% | -3.2% |
| Q3 2022 | $58,000 | -1.7% | 425 | +0.2% | 0.03% | -8.8% |
| Q2 2022 | $59,000 | -10.6% | 424 | +0.2% | 0.03% | 0.0% |
| Q1 2022 | $66,000 | 0.0% | 423 | +0.2% | 0.03% | +6.2% |
| Q4 2021 | $66,000 | +112.9% | 422 | +100.0% | 0.03% | +60.0% |
| Q3 2021 | $31,000 | -50.0% | 211 | -49.8% | 0.02% | -51.2% |
| Q2 2021 | $62,000 | +5.1% | 420 | +0.2% | 0.04% | -14.6% |
| Q1 2021 | $59,000 | +9.3% | 419 | +0.2% | 0.05% | -4.0% |
| Q4 2020 | $54,000 | – | 418 | – | 0.05% | – |
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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% |