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 | $309 | -4.9% | 2,008 | -0.5% | 0.01% | 0.0% |
| Q2 2023 | $325 | +5.5% | 2,018 | -0.5% | 0.01% | 0.0% |
| Q1 2023 | $308 | +1.3% | 2,028 | -3.1% | 0.01% | 0.0% |
| Q4 2022 | $304 | -99.9% | 2,093 | -0.2% | 0.01% | 0.0% |
| Q3 2022 | $270,000 | -6.9% | 2,098 | -0.5% | 0.01% | 0.0% |
| Q2 2022 | $290,000 | +6.2% | 2,108 | +20.3% | 0.01% | +12.5% |
| Q1 2022 | $273,000 | -8.1% | 1,753 | -7.6% | 0.01% | -11.1% |
| Q4 2021 | $297,000 | +7.2% | 1,898 | -0.5% | 0.01% | 0.0% |
| Q3 2021 | $277,000 | -1.8% | 1,908 | -0.3% | 0.01% | 0.0% |
| Q2 2021 | $282,000 | +4.1% | 1,913 | -0.3% | 0.01% | 0.0% |
| Q1 2021 | $271,000 | +13.9% | 1,918 | +3.3% | 0.01% | +12.5% |
| Q4 2020 | $238,000 | +10.2% | 1,856 | +11.7% | 0.01% | 0.0% |
| Q4 2019 | $216,000 | +2.9% | 1,662 | -5.7% | 0.01% | 0.0% |
| Q3 2019 | $210,000 | -30.0% | 1,762 | -31.4% | 0.01% | -33.3% |
| Q2 2019 | $300,000 | 0.0% | 2,570 | -3.4% | 0.01% | -7.7% |
| Q1 2019 | $300,000 | +15.4% | 2,660 | +3.5% | 0.01% | +8.3% |
| Q4 2018 | $260,000 | -12.5% | 2,570 | +0.4% | 0.01% | -7.7% |
| Q3 2018 | $297,000 | +26.4% | 2,561 | +19.8% | 0.01% | +18.2% |
| Q2 2018 | $235,000 | +0.4% | 2,138 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $234,000 | +4.0% | 2,138 | +8.5% | 0.01% | +10.0% |
| Q4 2017 | $225,000 | +5.6% | 1,971 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $213,000 | +2.9% | 1,971 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $207,000 | -1.4% | 1,971 | -4.7% | 0.01% | -9.1% |
| Q4 2016 | $210,000 | +1.9% | 2,069 | -4.7% | 0.01% | 0.0% |
| Q3 2016 | $206,000 | – | 2,170 | – | 0.01% | – |
Download | ||||||
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% |