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 | $3,800,771 | -13.2% | 24,706 | -9.1% | 0.00% | 0.0% |
| Q2 2023 | $4,380,177 | +10.3% | 27,174 | +3.8% | 0.00% | 0.0% |
| Q1 2023 | $3,972,925 | +0.6% | 26,179 | -3.9% | 0.00% | 0.0% |
| Q4 2022 | $3,950,401 | +25.5% | 27,231 | +11.2% | 0.00% | 0.0% |
| Q3 2022 | $3,147,000 | -4.5% | 24,486 | +2.1% | 0.00% | 0.0% |
| Q2 2022 | $3,295,000 | +13.3% | 23,974 | +28.4% | 0.00% | +100.0% |
| Q1 2022 | $2,909,000 | +2.5% | 18,678 | +3.1% | 0.00% | 0.0% |
| Q4 2021 | $2,837,000 | -7.9% | 18,113 | -14.5% | 0.00% | 0.0% |
| Q3 2021 | $3,081,000 | +45.9% | 21,190 | +48.1% | 0.00% | 0.0% |
| Q2 2021 | $2,112,000 | +1.7% | 14,304 | -2.7% | 0.00% | 0.0% |
| Q1 2021 | $2,076,000 | +13.1% | 14,697 | +2.5% | 0.00% | 0.0% |
| Q4 2020 | $1,836,000 | +3.8% | 14,340 | -8.9% | 0.00% | 0.0% |
| Q3 2020 | $1,769,000 | -0.4% | 15,735 | -4.2% | 0.00% | 0.0% |
| Q2 2020 | $1,776,000 | +24.4% | 16,417 | +10.7% | 0.00% | 0.0% |
| Q1 2020 | $1,428,000 | -40.0% | 14,834 | -18.9% | 0.00% | 0.0% |
| Q4 2019 | $2,380,000 | +8.3% | 18,293 | -0.8% | 0.00% | 0.0% |
| Q3 2019 | $2,198,000 | -8.0% | 18,447 | -9.9% | 0.00% | 0.0% |
| Q2 2019 | $2,388,000 | -7.1% | 20,485 | -10.2% | 0.00% | -50.0% |
| Q1 2019 | $2,571,000 | +51.4% | 22,805 | +35.8% | 0.00% | +100.0% |
| Q4 2018 | $1,698,000 | -9.8% | 16,790 | +3.3% | 0.00% | 0.0% |
| Q3 2018 | $1,883,000 | -0.6% | 16,259 | -5.4% | 0.00% | 0.0% |
| Q2 2018 | $1,894,000 | +0.7% | 17,194 | -0.0% | 0.00% | 0.0% |
| Q1 2018 | $1,880,000 | -4.7% | 17,196 | -0.4% | 0.00% | 0.0% |
| Q4 2017 | $1,972,000 | +5.9% | 17,265 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $1,863,000 | +0.1% | 17,265 | -2.7% | 0.00% | 0.0% |
| Q2 2017 | $1,861,000 | +10.2% | 17,735 | +9.3% | 0.00% | 0.0% |
| Q1 2017 | $1,688,000 | -94.7% | 16,224 | -94.9% | 0.00% | -96.3% |
| Q4 2016 | $32,020,000 | – | 315,840 | – | 0.03% | – |
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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% |