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 | $1,785,977 | -4.7% | 11,609 | -0.1% | 2.45% | -2.2% |
| Q2 2023 | $1,874,046 | +4.3% | 11,626 | -1.8% | 2.50% | +4.3% |
| Q1 2023 | $1,795,973 | +15.5% | 11,834 | +10.4% | 2.40% | +8.3% |
| Q4 2022 | $1,554,494 | +8.0% | 10,715 | -4.4% | 2.22% | -2.6% |
| Q3 2022 | $1,440,000 | +11.8% | 11,205 | +19.6% | 2.27% | +12.8% |
| Q2 2022 | $1,288,000 | +3.4% | 9,368 | +17.1% | 2.02% | +22.1% |
| Q1 2022 | $1,246,000 | +9.1% | 8,002 | +9.7% | 1.65% | +12.3% |
| Q4 2021 | $1,142,000 | – | 7,292 | – | 1.47% | – |
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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% |