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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $718,279 | +1.3% | 4,669 | +6.1% | 0.06% | +5.6% |
| Q2 2023 | $709,236 | +6.2% | 4,400 | 0.0% | 0.05% | 0.0% |
| Q1 2023 | $667,744 | +4.3% | 4,400 | -0.3% | 0.05% | 0.0% |
| Q4 2022 | $640,049 | +22.9% | 4,412 | +8.9% | 0.05% | +14.9% |
| Q3 2022 | $521,000 | +23.8% | 4,052 | +32.2% | 0.05% | +23.7% |
| Q2 2022 | $421,000 | -8.9% | 3,064 | +3.4% | 0.04% | +8.6% |
| Q1 2022 | $462,000 | +524.3% | 2,964 | +270.5% | 0.04% | +250.0% |
| Q1 2015 | $74,000 | – | 800 | – | 0.01% | – |
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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% |