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 | $3,038,000 | -10.8% | 19,749 | -6.5% | 0.94% | -7.9% |
| Q2 2023 | $3,406,000 | +5.9% | 21,128 | -0.3% | 1.03% | +5.1% |
| Q1 2023 | $3,217,000 | +282.1% | 21,200 | +133.2% | 0.98% | +152.8% |
| Q1 2015 | $842,000 | -91.3% | 9,092 | -91.2% | 0.39% | -91.3% |
| Q4 2014 | $9,707,000 | +1.9% | 103,522 | -2.2% | 4.45% | +234.2% |
| Q3 2014 | $9,530,000 | -1.4% | 105,811 | -0.2% | 1.33% | +17.4% |
| Q2 2014 | $9,667,000 | +4.4% | 105,983 | -13.3% | 1.14% | -24.6% |
| Q2 2013 | $9,259,000 | – | 122,195 | – | 1.51% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 422,168 | $66,124,000 | 21.89% |
| LPWM LLC | 236,761 | $37,084,000 | 19.67% |
| Halpern Financial, Inc. | 212,453 | $33,276,519 | 14.24% |
| LVZ, Inc. | 604,819 | $94,733,000 | 12.66% |
| Praetorian Wealth Management, Inc. | 231,868 | $36,317,000 | 11.79% |
| Powell Investment Advisors, LLC | 127,195 | $19,923,000 | 11.32% |
| MMA ASSET MANAGEMENT LLC | 93,551 | $14,653,000 | 10.36% |
| FINANCIAL LIFE ADVISORS | 166,005 | $26,001,000 | 10.24% |
| AMARILLO NATIONAL BANK | 325,575 | $50,995,000 | 9.98% |
| Strategic Wealth Partners Group, LLC | 343,916 | $53,868,000 | 9.34% |