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 | $15,004,559 | +14.4% | 97,534 | +19.8% | 0.26% | +17.0% |
| Q2 2023 | $13,121,597 | +21.4% | 81,405 | +14.3% | 0.22% | +12.6% |
| Q1 2023 | $10,808,420 | -52.9% | 71,220 | -55.0% | 0.20% | -54.8% |
| Q4 2022 | $22,969,472 | +173.4% | 158,334 | +142.2% | 0.44% | +128.1% |
| Q3 2022 | $8,400,000 | -6.5% | 65,362 | +0.0% | 0.19% | -5.0% |
| Q2 2022 | $8,984,000 | -11.7% | 65,355 | +0.0% | 0.20% | +2.0% |
| Q1 2022 | $10,177,000 | +13.8% | 65,353 | +14.5% | 0.20% | +16.5% |
| Q4 2021 | $8,940,000 | +7.7% | 57,077 | +0.0% | 0.17% | +1.2% |
| Q3 2021 | $8,300,000 | -1.5% | 57,076 | +0.0% | 0.17% | -0.6% |
| Q2 2021 | $8,426,000 | +153.0% | 57,074 | +142.0% | 0.17% | +131.5% |
| Q1 2021 | $3,331,000 | +10.2% | 23,582 | -0.2% | 0.07% | +4.3% |
| Q4 2020 | $3,024,000 | +7857.9% | 23,622 | +6827.3% | 0.07% | +6900.0% |
| Q3 2020 | $38,000 | -57.8% | 341 | -58.8% | 0.00% | -50.0% |
| Q2 2020 | $90,000 | +69.8% | 828 | +50.5% | 0.00% | 0.0% |
| Q1 2020 | $53,000 | -10.2% | 550 | +22.2% | 0.00% | 0.0% |
| Q4 2019 | $59,000 | +31.1% | 450 | +20.0% | 0.00% | +100.0% |
| Q3 2019 | $45,000 | -50.0% | 375 | -51.5% | 0.00% | -66.7% |
| Q2 2019 | $90,000 | +291.3% | 773 | +286.5% | 0.00% | +200.0% |
| Q1 2019 | $23,000 | – | 200 | – | 0.00% | – |
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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% |