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 | $407,060 | -1.0% | 2,646 | +3.7% | 0.02% | 0.0% |
| Q2 2023 | $411,356 | +49.9% | 2,552 | +41.2% | 0.02% | +26.7% |
| Q1 2023 | $274,382 | +4.6% | 1,808 | 0.0% | 0.02% | +7.1% |
| Q4 2022 | $262,286 | +22.6% | 1,808 | +8.2% | 0.01% | -6.7% |
| Q4 2020 | $214,000 | -8.5% | 1,671 | -7.3% | 0.02% | -21.1% |
| Q4 2019 | $234,000 | +8.8% | 1,802 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $215,000 | 0.0% | 1,802 | -2.3% | 0.02% | -5.0% |
| Q2 2019 | $215,000 | +3.4% | 1,844 | 0.0% | 0.02% | -4.8% |
| Q1 2019 | $208,000 | -1.0% | 1,844 | +1.9% | 0.02% | 0.0% |
| Q3 2018 | $210,000 | +1.4% | 1,809 | 0.0% | 0.02% | -8.7% |
| Q4 2017 | $207,000 | – | 1,809 | – | 0.02% | – |
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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% |