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 | $744,955 | -59.5% | 4,842 | -57.6% | 0.01% | -61.5% |
| Q2 2023 | $1,840,511 | +3.3% | 11,418 | -3.0% | 0.01% | 0.0% |
| Q1 2023 | $1,780,969 | +5.8% | 11,767 | +1.4% | 0.01% | 0.0% |
| Q4 2022 | $1,682,800 | +6.4% | 11,600 | -5.7% | 0.01% | 0.0% |
| Q3 2022 | $1,581,000 | -5.7% | 12,302 | +0.8% | 0.01% | +8.3% |
| Q2 2022 | $1,677,000 | -79.7% | 12,202 | -77.0% | 0.01% | -76.9% |
| Q1 2022 | $8,249,000 | +446.7% | 52,973 | +449.8% | 0.05% | +420.0% |
| Q4 2021 | $1,509,000 | +484.9% | 9,635 | +443.1% | 0.01% | +400.0% |
| Q3 2021 | $258,000 | -81.2% | 1,774 | -80.9% | 0.00% | -80.0% |
| Q2 2021 | $1,373,000 | +7.5% | 9,297 | +2.9% | 0.01% | 0.0% |
| Q1 2021 | $1,277,000 | +11.3% | 9,039 | +0.9% | 0.01% | -9.1% |
| Q4 2020 | $1,147,000 | +24.1% | 8,960 | +9.0% | 0.01% | +10.0% |
| Q3 2020 | $924,000 | +151.8% | 8,217 | +159.6% | 0.01% | +100.0% |
| Q3 2018 | $367,000 | +7.6% | 3,165 | +1.3% | 0.01% | 0.0% |
| Q2 2018 | $341,000 | -0.3% | 3,124 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $342,000 | -53.2% | 3,124 | -51.2% | 0.01% | -50.0% |
| Q4 2017 | $731,000 | +18.9% | 6,400 | +12.3% | 0.01% | +11.1% |
| Q3 2017 | $615,000 | +4.8% | 5,700 | +1.0% | 0.01% | -10.0% |
| Q1 2017 | $587,000 | -29.5% | 5,644 | -31.3% | 0.01% | -23.1% |
| Q4 2016 | $833,000 | -5.7% | 8,213 | -11.7% | 0.01% | -18.8% |
| Q3 2016 | $883,000 | +55.5% | 9,296 | +52.3% | 0.02% | +33.3% |
| Q2 2016 | $568,000 | – | 6,102 | – | 0.01% | – |
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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% |