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 | $402,445 | -4.6% | 2,616 | 0.0% | 0.03% | -3.2% |
| Q2 2023 | $421,673 | +6.2% | 2,616 | 0.0% | 0.03% | +3.3% |
| Q1 2023 | $397,004 | +101695.9% | 2,616 | -2.8% | 0.03% | 0.0% |
| Q4 2022 | $390 | -99.9% | 2,690 | 0.0% | 0.03% | +3.4% |
| Q3 2022 | $346,000 | -6.5% | 2,690 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $370,000 | -11.7% | 2,690 | 0.0% | 0.03% | +3.6% |
| Q1 2022 | $419,000 | +2.2% | 2,690 | +2.8% | 0.03% | +7.7% |
| Q4 2021 | $410,000 | +7.9% | 2,616 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $380,000 | -1.6% | 2,616 | 0.0% | 0.03% | -3.7% |
| Q2 2021 | $386,000 | -1.5% | 2,616 | -5.8% | 0.03% | -6.9% |
| Q1 2021 | $392,000 | +24.4% | 2,776 | +12.6% | 0.03% | +16.0% |
| Q4 2020 | $315,000 | +13.7% | 2,466 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $277,000 | +4.1% | 2,466 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $266,000 | +12.2% | 2,466 | 0.0% | 0.02% | -3.8% |
| Q1 2020 | $237,000 | -25.9% | 2,466 | 0.0% | 0.03% | -10.3% |
| Q4 2019 | $320,000 | +9.2% | 2,466 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $293,000 | – | 2,466 | – | 0.03% | – |
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% |