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 | $41,229 | +46.2% | 268 | +53.1% | 0.00% | +100.0% |
| Q2 2023 | $28,208 | -17.4% | 175 | -22.2% | 0.00% | -50.0% |
| Q1 2023 | $34,146 | +4.6% | 225 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $32,641 | +12.6% | 225 | 0.0% | 0.00% | +100.0% |
| Q3 2022 | $29,000 | -14.7% | 225 | -10.0% | 0.00% | -50.0% |
| Q2 2022 | $34,000 | -34.6% | 250 | -24.9% | 0.00% | 0.0% |
| Q1 2022 | $52,000 | -50.0% | 333 | -50.0% | 0.00% | 0.0% |
| Q4 2021 | $104,000 | +116.7% | 666 | +100.0% | 0.00% | +100.0% |
| Q3 2021 | $48,000 | -2.0% | 333 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $49,000 | +4.3% | 333 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $47,000 | +9.3% | 333 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $43,000 | +16.2% | 333 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $37,000 | +2.8% | 333 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $36,000 | +12.5% | 333 | 0.0% | 0.00% | -50.0% |
| Q1 2020 | $32,000 | -13.5% | 333 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $37,000 | – | 333 | – | 0.00% | – |
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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% |