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 2017 | $213,000 | -9.7% | 1,971 | -12.3% | 0.19% | +11.7% |
| Q2 2017 | $236,000 | -14.5% | 2,248 | -15.1% | 0.17% | -16.2% |
| Q1 2017 | $276,000 | +3.4% | 2,648 | +0.5% | 0.20% | +5.7% |
| Q4 2016 | $267,000 | +7.2% | 2,636 | +0.6% | 0.19% | +1.0% |
| Q3 2016 | $249,000 | +2.9% | 2,620 | +0.6% | 0.19% | +11.7% |
| Q2 2016 | $242,000 | +3.9% | 2,604 | +0.6% | 0.17% | +0.6% |
| Q1 2016 | $233,000 | +2.2% | 2,589 | +0.6% | 0.17% | +16.4% |
| Q4 2015 | $228,000 | +7.0% | 2,573 | +1.3% | 0.15% | +18.7% |
| Q3 2015 | $213,000 | -9.0% | 2,540 | +0.0% | 0.12% | +18.3% |
| Q2 2015 | $234,000 | 0.0% | 2,539 | +0.5% | 0.10% | +10.6% |
| Q1 2015 | $234,000 | -0.8% | 2,526 | +0.6% | 0.09% | +6.8% |
| Q4 2014 | $236,000 | +4.9% | 2,512 | +0.6% | 0.09% | +27.5% |
| Q3 2014 | $225,000 | +0.4% | 2,497 | +0.6% | 0.07% | -2.8% |
| Q2 2014 | $224,000 | +4.2% | 2,483 | +0.5% | 0.07% | +2.9% |
| Q1 2014 | $215,000 | +2.4% | 2,470 | +0.5% | 0.07% | -1.4% |
| Q4 2013 | $210,000 | – | 2,457 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 405,131 | $62,325,359 | 23.11% |
| Quantitative Strategies, Inc. | 187,158 | $28,792,372 | 19.37% |
| Foundation Wealth Management, LLC | 121,130 | $18,634,505 | 18.62% |
| LPWM LLC | 254,891 | $38,975,312 | 17.52% |
| Halpern Financial, Inc. | 281,683 | $43,334,118 | 14.96% |
| Praetorian Wealth Management, Inc. | 283,325 | $43,586,718 | 13.85% |
| Powell Investment Advisors, LLC | 138,335 | $21,397,622 | 12.86% |
| FINANCIAL LIFE ADVISORS | 177,823 | $27,356,344 | 11.77% |
| LVZ, Inc. | 458,002 | $70,459,044 | 11.36% |
| INSTRUMENTAL WEALTH, LLC | 58,076 | $9,034,945 | 10.55% |