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 | $910,579 | -5.5% | 5,955 | -0.4% | 0.68% | -5.6% |
Q2 2023 | $963,916 | +6.2% | 5,980 | 0.0% | 0.72% | -0.1% |
Q1 2023 | $907,525 | +2.0% | 5,980 | -2.5% | 0.72% | -5.5% |
Q4 2022 | $889,424 | +8.7% | 6,131 | -3.6% | 0.76% | -0.8% |
Q3 2022 | $818,000 | -6.5% | 6,363 | 0.0% | 0.77% | -3.8% |
Q2 2022 | $875,000 | -10.8% | 6,363 | +1.0% | 0.80% | -1.4% |
Q1 2022 | $981,000 | +4.7% | 6,299 | +5.3% | 0.81% | +8.7% |
Q4 2021 | $937,000 | – | 5,981 | – | 0.74% | – |
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% |