ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,022 filers reported holding ISHARES TR in Q3 2022. 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 | $350,264 | -28.6% | 2,277 | -25.1% | 0.04% | -30.8% |
| Q2 2023 | $490,309 | +8.5% | 3,042 | +2.2% | 0.06% | 0.0% |
| Q1 2023 | $451,825 | +5.6% | 2,977 | +1.0% | 0.06% | -3.0% |
| Q4 2022 | $427,727 | +12.6% | 2,948 | -0.2% | 0.07% | 0.0% |
| Q3 2022 | $380,000 | -2.8% | 2,953 | -1.6% | 0.07% | -49.2% |
| Q4 2019 | $391,000 | -97.5% | 3,002 | -98.2% | 0.13% | -98.2% |
| Q2 2016 | $15,898,000 | +12.9% | 171,133 | +9.3% | 7.29% | +10.1% |
| Q1 2016 | $14,077,000 | -2.0% | 156,532 | -3.5% | 6.62% | -0.8% |
| Q4 2015 | $14,367,000 | – | 162,287 | – | 6.67% | – |
Download | ||||||
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% |