ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 24 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $107,638 | +13.0% | 619 | 0.0% | 0.01% | -13.3% |
| Q3 2023 | $95,227 | -4.6% | 619 | 0.0% | 0.02% | -6.2% |
| Q2 2023 | $99,777 | +6.2% | 619 | 0.0% | 0.02% | +6.7% |
| Q1 2023 | $93,939 | +104276.7% | 619 | 0.0% | 0.02% | +7.1% |
| Q4 2022 | $90 | -99.9% | 619 | 0.0% | 0.01% | +7.7% |
| Q3 2022 | $80,000 | -5.9% | 619 | 0.0% | 0.01% | -7.1% |
| Q2 2022 | $85,000 | -11.5% | 619 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $96,000 | -1.0% | 619 | 0.0% | 0.01% | -17.6% |
| Q4 2021 | $97,000 | +7.8% | 619 | 0.0% | 0.02% | +6.2% |
| Q3 2021 | $90,000 | +3.4% | 619 | 0.0% | 0.02% | +6.7% |
| Q1 2021 | $87,000 | +10.1% | 619 | 0.0% | 0.02% | +7.1% |
| Q4 2020 | $79,000 | -19.4% | 619 | -28.9% | 0.01% | -26.3% |
| Q3 2020 | $98,000 | +4.3% | 871 | 0.0% | 0.02% | -5.0% |
| Q2 2020 | $94,000 | +11.9% | 871 | 0.0% | 0.02% | +5.3% |
| Q1 2020 | $84,000 | -42.1% | 871 | -21.7% | 0.02% | -29.6% |
| Q4 2019 | $145,000 | +9.8% | 1,112 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $132,000 | +1.5% | 1,112 | 0.0% | 0.03% | +3.8% |
| Q2 2019 | $130,000 | +4.0% | 1,112 | 0.0% | 0.03% | +8.3% |
| Q1 2019 | $125,000 | +11.6% | 1,112 | 0.0% | 0.02% | -4.0% |
| Q4 2018 | $112,000 | -13.2% | 1,112 | 0.0% | 0.02% | -3.8% |
| Q3 2018 | $129,000 | +5.7% | 1,112 | 0.0% | 0.03% | 0.0% |
| Q2 2018 | $122,000 | 0.0% | 1,112 | 0.0% | 0.03% | -3.7% |
| Q1 2018 | $122,000 | -3.9% | 1,112 | 0.0% | 0.03% | -6.9% |
| Q4 2017 | $127,000 | +5.8% | 1,112 | 0.0% | 0.03% | +3.6% |
| Q3 2017 | $120,000 | +84.6% | 1,112 | +79.6% | 0.03% | +75.0% |
| Q2 2017 | $65,000 | +1.6% | 619 | 0.0% | 0.02% | +77.8% |
| Q1 2017 | $64,000 | +1.6% | 619 | 0.0% | 0.01% | -47.1% |
| Q4 2016 | $63,000 | +6.8% | 619 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $59,000 | +1.7% | 619 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $58,000 | – | 619 | – | 0.02% | – |
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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% |