ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,115 filers reported holding ISHARES TR in Q2 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 | $888,167 | -4.9% | 5,773 | -0.3% | 0.07% | +6.2% |
| Q2 2023 | $933,542 | +6.2% | 5,792 | 0.0% | 0.06% | +6.6% |
| Q1 2023 | $878,963 | +6.5% | 5,792 | +1.8% | 0.06% | -20.8% |
| Q4 2022 | $825,583 | +52.6% | 5,691 | +35.1% | 0.08% | +67.4% |
| Q3 2022 | $541,000 | -29.4% | 4,212 | -24.4% | 0.05% | -24.6% |
| Q2 2022 | $766,000 | -17.2% | 5,575 | -6.1% | 0.06% | -1.6% |
| Q1 2022 | $925,000 | +322.4% | 5,939 | +323.9% | 0.06% | +264.7% |
| Q4 2021 | $219,000 | – | 1,401 | – | 0.02% | – |
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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% |