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 | $15,155,449 | -27.0% | 98,514 | -23.5% | 9.30% | -28.1% |
| Q2 2023 | $20,754,076 | +9.9% | 128,755 | +3.5% | 12.93% | -4.3% |
| Q1 2023 | $18,877,872 | +21.4% | 124,393 | +16.0% | 13.50% | +6.5% |
| Q4 2022 | $15,553,878 | +13.3% | 107,216 | +0.3% | 12.68% | +7.0% |
| Q3 2022 | $13,732,000 | +13.4% | 106,847 | +21.3% | 11.86% | +13.8% |
| Q2 2022 | $12,109,000 | -9.5% | 88,090 | -4.8% | 10.41% | -1.4% |
| Q1 2022 | $13,376,000 | -8.7% | 92,565 | -1.1% | 10.56% | +1.9% |
| Q4 2021 | $14,653,000 | +14.9% | 93,551 | +6.7% | 10.36% | +6.4% |
| Q3 2021 | $12,755,000 | -0.7% | 87,714 | +0.8% | 9.74% | -0.1% |
| Q2 2021 | $12,849,000 | -2.5% | 87,031 | -6.7% | 9.75% | -14.5% |
| Q1 2021 | $13,181,000 | +12.8% | 93,324 | +2.2% | 11.41% | +0.4% |
| Q4 2020 | $11,685,000 | – | 91,276 | – | 11.36% | – |
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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% |