ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 24 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $40,660,373 | -29.3% | 264,303 | -25.9% | 0.58% | -29.4% |
| Q2 2023 | $57,477,936 | +12.9% | 356,585 | +6.3% | 0.83% | +1.5% |
| Q1 2023 | $50,924,434 | +0.0% | 335,559 | -4.4% | 0.81% | -8.1% |
| Q4 2022 | $50,901,291 | +0.9% | 350,874 | -10.6% | 0.89% | -10.1% |
| Q3 2022 | $50,431,000 | +3.6% | 392,401 | +10.8% | 0.98% | +6.0% |
| Q2 2022 | $48,691,000 | -15.1% | 354,223 | -3.9% | 0.93% | -1.1% |
| Q1 2022 | $57,376,000 | -0.9% | 368,459 | -0.3% | 0.94% | +3.0% |
| Q4 2021 | $57,897,000 | +9.7% | 369,641 | +1.8% | 0.91% | +1.2% |
| Q3 2021 | $52,789,000 | -3.9% | 363,016 | -2.5% | 0.90% | -4.9% |
| Q2 2021 | $54,955,000 | +4.7% | 372,217 | +0.1% | 0.95% | -14.7% |
| Q1 2021 | $52,506,000 | +10.4% | 371,746 | +0.1% | 1.11% | +2.5% |
| Q4 2020 | $47,546,000 | +9.7% | 371,392 | -3.7% | 1.08% | -3.2% |
| Q3 2020 | $43,358,000 | +4.2% | 385,572 | +0.2% | 1.12% | -6.6% |
| Q2 2020 | $41,621,000 | +11.8% | 384,634 | -0.6% | 1.20% | -10.4% |
| Q1 2020 | $37,235,000 | -26.1% | 386,850 | -0.1% | 1.34% | -9.2% |
| Q4 2019 | $50,380,000 | – | 387,271 | – | 1.47% | – |
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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% |