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 | $473,058 | -17.3% | 3,075 | -13.4% | 0.14% | -13.4% |
| Q2 2023 | $572,225 | +6.2% | 3,550 | 0.0% | 0.16% | +1.2% |
| Q1 2023 | $538,748 | +82403.5% | 3,550 | -21.1% | 0.16% | -17.8% |
| Q4 2022 | $653 | -99.9% | 4,500 | -30.8% | 0.20% | -24.5% |
| Q3 2022 | $835,000 | -9.3% | 6,500 | -3.0% | 0.26% | -2.2% |
| Q2 2022 | $921,000 | +1574.5% | 6,700 | +1814.3% | 0.27% | +1953.8% |
| Q1 2022 | $55,000 | – | 350 | – | 0.01% | – |
Download | ||||||
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% |