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 | $376,754 | -18.5% | 2,449 | -14.6% | 0.02% | -19.0% |
| Q2 2023 | $462,132 | -25.9% | 2,867 | -30.2% | 0.02% | -30.0% |
| Q1 2023 | $623,278 | +98833.0% | 4,107 | -5.4% | 0.03% | +7.1% |
| Q4 2022 | $630 | -99.9% | 4,340 | -12.4% | 0.03% | -6.7% |
| Q3 2022 | $637,000 | -57.5% | 4,955 | -54.6% | 0.03% | -54.5% |
| Q2 2022 | $1,500,000 | +219.8% | 10,910 | +261.9% | 0.07% | +312.5% |
| Q1 2022 | $469,000 | +897.9% | 3,015 | +905.0% | 0.02% | +700.0% |
| Q4 2021 | $47,000 | – | 300 | – | 0.00% | – |
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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% |