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 | $2,937,907 | -4.7% | 19,097 | -0.2% | 1.95% | -2.1% |
| Q2 2023 | $3,083,268 | +5.7% | 19,128 | -0.5% | 1.99% | -3.1% |
| Q1 2023 | $2,916,967 | +3.8% | 19,221 | -0.8% | 2.06% | -9.4% |
| Q4 2022 | $2,810,526 | +12.5% | 19,374 | -0.3% | 2.27% | -12.2% |
| Q3 2022 | $2,498,000 | +0.3% | 19,434 | +7.3% | 2.59% | +9.3% |
| Q2 2022 | $2,490,000 | -12.7% | 18,113 | -1.1% | 2.37% | -0.5% |
| Q1 2022 | $2,852,000 | -2.4% | 18,316 | -1.8% | 2.38% | -2.5% |
| Q4 2021 | $2,923,000 | – | 18,660 | – | 2.44% | – |
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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% |