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 | $209,838 | -4.6% | 1,364 | -0.1% | 0.02% | -14.3% |
| Q2 2023 | $220,024 | +4.6% | 1,365 | -1.5% | 0.03% | -3.4% |
| Q1 2023 | $210,339 | +104546.3% | 1,386 | 0.0% | 0.03% | -3.3% |
| Q4 2022 | $201 | -99.9% | 1,386 | 0.0% | 0.03% | +15.4% |
| Q3 2022 | $178,000 | -6.8% | 1,386 | 0.0% | 0.03% | -16.1% |
| Q2 2022 | $191,000 | -11.6% | 1,386 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $216,000 | -4.0% | 1,386 | -3.5% | 0.03% | 0.0% |
| Q4 2021 | $225,000 | +7.7% | 1,436 | 0.0% | 0.03% | -3.1% |
| Q3 2021 | $209,000 | -1.4% | 1,436 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $212,000 | +4.4% | 1,436 | 0.0% | 0.03% | -3.0% |
| Q1 2021 | $203,000 | +9.1% | 1,436 | -1.1% | 0.03% | +3.1% |
| Q4 2020 | $186,000 | +11.4% | 1,452 | -2.1% | 0.03% | -3.0% |
| Q3 2020 | $167,000 | -40.4% | 1,483 | -42.6% | 0.03% | -44.1% |
| Q2 2020 | $280,000 | +12.4% | 2,583 | 0.0% | 0.06% | -19.2% |
| Q1 2020 | $249,000 | – | 2,583 | – | 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% |