YOUSIF CAPITAL MANAGEMENT, LLC - ISHARES TR ownership

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
YOUSIF CAPITAL MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$436,598
+66.9%
2,838
+74.9%
0.01%
+100.0%
Q2 2023$261,611
-26.3%
1,623
-30.6%
0.00%
-40.0%
Q1 2023$354,815
+27.2%
2,338
+7.6%
0.01%
+25.0%
Q3 2022$279,000
-60.5%
2,173
-51.9%
0.00%
-42.9%
Q4 2021$707,0004,5130.01%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
HOME FEDERAL BANK OF TENNESSEE 405,131$62,325,35923.11%
Quantitative Strategies, Inc. 187,158$28,792,37219.37%
Foundation Wealth Management, LLC 121,130$18,634,50518.62%
LPWM LLC 254,891$38,975,31217.52%
Halpern Financial, Inc. 281,683$43,334,11814.96%
Praetorian Wealth Management, Inc. 283,325$43,586,71813.85%
Powell Investment Advisors, LLC 138,335$21,397,62212.86%
FINANCIAL LIFE ADVISORS 177,823$27,356,34411.77%
LVZ, Inc. 458,002$70,459,04411.36%
INSTRUMENTAL WEALTH, LLC 58,076$9,034,94510.55%
View complete list of ISHARES TR shareholders