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 | $165,993 | -4.6% | 1,079 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $173,924 | +6.2% | 1,079 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $163,749 | +4.6% | 1,079 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $156,531 | +11.8% | 1,079 | -0.6% | 0.01% | 0.0% |
| Q3 2022 | $140,000 | -7.9% | 1,086 | -1.5% | 0.01% | -8.3% |
| Q2 2022 | $152,000 | -12.1% | 1,103 | 0.0% | 0.01% | +9.1% |
| Q4 2021 | $173,000 | +6.1% | 1,103 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $163,000 | +4.5% | 1,103 | 0.0% | 0.01% | -8.3% |
| Q1 2021 | $156,000 | -17.9% | 1,103 | -25.9% | 0.01% | -20.0% |
| Q4 2020 | $190,000 | +1087.5% | 1,488 | +970.5% | 0.02% | +1400.0% |
| Q3 2020 | $16,000 | -46.7% | 139 | -50.4% | 0.00% | -66.7% |
| Q2 2020 | $30,000 | +11.1% | 280 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $27,000 | -25.0% | 280 | +2.2% | 0.00% | 0.0% |
| Q4 2019 | $36,000 | +9.1% | 274 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $33,000 | +3.1% | 274 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $32,000 | -30.4% | 274 | -33.0% | 0.00% | -25.0% |
| Q1 2019 | $46,000 | +12.2% | 409 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $41,000 | -12.8% | 409 | +1.2% | 0.00% | 0.0% |
| Q3 2018 | $47,000 | +6.8% | 404 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $44,000 | 0.0% | 404 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $44,000 | -6.4% | 404 | -26.5% | 0.00% | -50.0% |
| Q4 2013 | $47,000 | – | 550 | – | 0.01% | – |
Download | ||||||
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% |