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 | $1,317,009 | +5.2% | 8,561 | +10.3% | 0.50% | +15.9% |
| Q2 2023 | $1,251,456 | -4.2% | 7,764 | -9.8% | 0.43% | -8.0% |
| Q1 2023 | $1,306,923 | +1.4% | 8,612 | -3.1% | 0.46% | -6.1% |
| Q4 2022 | $1,289,428 | +235.8% | 8,888 | +197.6% | 0.50% | +211.3% |
| Q3 2022 | $384,000 | -45.9% | 2,987 | -42.2% | 0.16% | -56.8% |
| Q2 2022 | $710,000 | -10.1% | 5,164 | +1.8% | 0.37% | +29.6% |
| Q1 2022 | $790,000 | +96.5% | 5,073 | +97.5% | 0.28% | +125.4% |
| Q4 2021 | $402,000 | -31.0% | 2,568 | -35.9% | 0.13% | -35.4% |
| Q3 2021 | $583,000 | +44.0% | 4,009 | +46.3% | 0.20% | +40.3% |
| Q2 2021 | $405,000 | – | 2,741 | – | 0.14% | – |
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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% |