ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,111 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $622,745 | -38.2% | 4,048 | -35.3% | 0.02% | -33.3% |
Q2 2023 | $1,007,922 | -14.2% | 6,253 | -19.2% | 0.04% | -20.0% |
Q1 2023 | $1,174,775 | -24.4% | 7,741 | -27.8% | 0.04% | -27.4% |
Q4 2022 | $1,554,570 | +6.7% | 10,716 | -5.5% | 0.06% | 0.0% |
Q3 2022 | $1,457,545 | -18.7% | 11,341 | -13.0% | 0.06% | -13.9% |
Q2 2022 | $1,792,616 | – | 13,041 | – | 0.07% | – |
Download |
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% |