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 | $2,737,883 | -10.0% | 17,848 | -3.8% | 0.03% | -9.4% |
| Q2 2023 | $3,040,466 | -52.2% | 18,553 | -55.8% | 0.03% | -60.0% |
| Q1 2023 | $6,359,991 | -6.9% | 41,994 | -20.2% | 0.08% | -18.4% |
| Q4 2022 | $6,828,300 | +16.9% | 52,655 | +16.9% | 0.10% | +7.7% |
| Q3 2022 | $5,841,000 | -0.7% | 45,045 | +5.2% | 0.09% | +4.6% |
| Q2 2022 | $5,885,000 | +27.4% | 42,815 | +44.3% | 0.09% | +52.6% |
| Q1 2022 | $4,620,000 | +34.3% | 29,670 | +31.1% | 0.06% | +46.2% |
| Q4 2021 | $3,440,000 | -4.7% | 22,630 | -8.6% | 0.04% | -9.3% |
| Q3 2021 | $3,610,000 | -0.9% | 24,750 | -0.9% | 0.04% | -4.4% |
| Q2 2021 | $3,644,000 | – | 24,980 | – | 0.04% | – |
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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% |