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 | $1,566 | -1.8% | 10,180 | +2.9% | 0.53% | +2.3% |
Q2 2023 | $1,594 | +7.7% | 9,890 | +1.4% | 0.52% | +3.2% |
Q1 2023 | $1,480 | +3.8% | 9,750 | -0.8% | 0.50% | -0.6% |
Q4 2022 | $1,426 | -99.9% | 9,829 | -0.7% | 0.50% | +6.1% |
Q3 2022 | $1,272,000 | -7.0% | 9,897 | -0.5% | 0.48% | +6.5% |
Q2 2022 | $1,368,000 | -12.5% | 9,950 | -0.8% | 0.45% | +4.7% |
Q1 2022 | $1,563,000 | – | 10,034 | – | 0.43% | – |
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% |