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 | $695,972 | -32.5% | 4,524 | -29.2% | 0.65% | +25.1% |
| Q2 2023 | $1,030,488 | +26.3% | 6,393 | +13.7% | 0.52% | -36.5% |
| Q4 2022 | $815,584 | -46.1% | 5,622 | -50.6% | 0.81% | +3.8% |
| Q3 2022 | $1,513,000 | +93.5% | 11,374 | +100.0% | 0.78% | -3.0% |
| Q2 2022 | $782,000 | -19.8% | 5,687 | -9.2% | 0.81% | +10.5% |
| Q1 2022 | $975,000 | -1.4% | 6,262 | -0.9% | 0.73% | -0.3% |
| Q4 2021 | $989,000 | +7.6% | 6,320 | 0.0% | 0.73% | +3.4% |
| Q3 2021 | $919,000 | -1.5% | 6,320 | 0.0% | 0.71% | -4.1% |
| Q2 2021 | $933,000 | +4.5% | 6,320 | 0.0% | 0.74% | -0.7% |
| Q1 2021 | $893,000 | +7.7% | 6,320 | -2.4% | 0.74% | +4.2% |
| Q4 2020 | $829,000 | – | 6,475 | – | 0.71% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 422,168 | $66,124,000 | 21.89% |
| LPWM LLC | 236,761 | $37,084,000 | 19.67% |
| Halpern Financial, Inc. | 212,453 | $33,276,519 | 14.24% |
| LVZ, Inc. | 604,819 | $94,733,000 | 12.66% |
| Praetorian Wealth Management, Inc. | 231,868 | $36,317,000 | 11.79% |
| Powell Investment Advisors, LLC | 127,195 | $19,923,000 | 11.32% |
| MMA ASSET MANAGEMENT LLC | 93,551 | $14,653,000 | 10.36% |
| FINANCIAL LIFE ADVISORS | 166,005 | $26,001,000 | 10.24% |
| AMARILLO NATIONAL BANK | 325,575 | $50,995,000 | 9.98% |
| Strategic Wealth Partners Group, LLC | 343,916 | $53,868,000 | 9.34% |