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 | $851 | -22.5% | 5,529 | -18.8% | 0.07% | -12.0% |
| Q2 2023 | $1,098 | +0.7% | 6,810 | -5.2% | 0.08% | -5.7% |
| Q1 2023 | $1,090 | +8.2% | 7,184 | +3.5% | 0.09% | -3.3% |
| Q4 2022 | $1,007 | -99.9% | 6,942 | -3.6% | 0.09% | -17.3% |
| Q3 2022 | $925,000 | -6.3% | 7,198 | +0.3% | 0.11% | -2.7% |
| Q2 2022 | $987,000 | -11.5% | 7,180 | +0.2% | 0.11% | +2.7% |
| Q1 2022 | $1,115,000 | -5.3% | 7,163 | -4.8% | 0.11% | -2.7% |
| Q4 2021 | $1,178,000 | +12.8% | 7,522 | +4.8% | 0.11% | +3.7% |
| Q3 2021 | $1,044,000 | -1.6% | 7,179 | -0.1% | 0.11% | +0.9% |
| Q2 2021 | $1,061,000 | -0.7% | 7,184 | -5.1% | 0.11% | -8.5% |
| Q1 2021 | $1,069,000 | +8.2% | 7,570 | -1.9% | 0.12% | -3.3% |
| Q4 2020 | $988,000 | +12.3% | 7,717 | -1.4% | 0.12% | +2.5% |
| Q3 2020 | $880,000 | +3.4% | 7,823 | -0.5% | 0.12% | -3.3% |
| Q2 2020 | $851,000 | +13.6% | 7,860 | +1.0% | 0.12% | +4.2% |
| Q1 2020 | $749,000 | -26.1% | 7,784 | -0.2% | 0.12% | -16.3% |
| Q4 2019 | $1,014,000 | +5.1% | 7,800 | -3.7% | 0.14% | +6.8% |
| Q3 2019 | $965,000 | -1.4% | 8,100 | -3.5% | 0.13% | -2.2% |
| Q2 2019 | $979,000 | -49.7% | 8,398 | -51.3% | 0.14% | +3.1% |
| Q1 2019 | $1,946,000 | – | 17,260 | – | 0.13% | – |
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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% |