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 | $218,760 | -4.6% | 1,422 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $229,212 | +6.2% | 1,422 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $215,803 | +4.6% | 1,422 | 0.0% | 0.03% | -2.9% |
| Q4 2022 | $206,290 | -6.7% | 1,422 | 0.0% | 0.03% | +6.2% |
| Q1 2022 | $221,000 | -0.9% | 1,422 | 0.0% | 0.03% | +3.2% |
| Q4 2021 | $223,000 | +7.7% | 1,422 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $207,000 | -1.4% | 1,422 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $210,000 | +4.5% | 1,422 | 0.0% | 0.03% | -3.1% |
| Q1 2021 | $201,000 | -11.8% | 1,422 | -27.7% | 0.03% | -36.0% |
| Q3 2018 | $228,000 | +5.1% | 1,967 | 0.0% | 0.05% | 0.0% |
| Q2 2018 | $217,000 | +0.9% | 1,967 | 0.0% | 0.05% | -2.0% |
| Q1 2018 | $215,000 | -4.4% | 1,967 | 0.0% | 0.05% | 0.0% |
| Q4 2017 | $225,000 | +6.1% | 1,967 | 0.0% | 0.05% | +2.0% |
| Q3 2017 | $212,000 | +2.9% | 1,967 | 0.0% | 0.05% | +2.0% |
| Q2 2017 | $206,000 | -8.4% | 1,967 | -9.2% | 0.05% | -7.5% |
| Q1 2017 | $225,000 | +2.3% | 2,167 | 0.0% | 0.05% | -1.9% |
| Q4 2016 | $220,000 | -25.7% | 2,167 | -31.4% | 0.05% | -34.1% |
| Q4 2014 | $296,000 | – | 3,160 | – | 0.08% | – |
Download | ||||||
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% |