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 | $228,606 | -56.5% | 1,486 | -54.4% | 0.03% | -52.9% |
| Q2 2023 | $525,802 | +6.2% | 3,262 | 0.0% | 0.07% | +1.4% |
| Q1 2023 | $495,041 | -4.6% | 3,262 | -8.8% | 0.07% | -28.1% |
| Q4 2022 | $519,060 | +13.8% | 3,578 | +0.8% | 0.10% | +20.0% |
| Q3 2022 | $456,000 | +0.7% | 3,548 | +7.7% | 0.08% | +5.3% |
| Q2 2022 | $453,000 | -11.7% | 3,293 | 0.0% | 0.08% | +24.6% |
| Q1 2022 | $513,000 | -46.3% | 3,293 | -46.1% | 0.06% | -40.8% |
| Q4 2021 | $956,000 | +52.0% | 6,105 | +41.1% | 0.10% | +51.5% |
| Q3 2021 | $629,000 | +163.2% | 4,328 | +167.5% | 0.07% | +161.5% |
| Q2 2021 | $239,000 | -41.3% | 1,618 | -43.9% | 0.03% | -43.5% |
| Q1 2021 | $407,000 | +91.1% | 2,884 | +76.5% | 0.05% | +70.4% |
| Q4 2019 | $213,000 | -44.1% | 1,634 | -50.3% | 0.03% | -44.9% |
| Q3 2018 | $381,000 | +0.3% | 3,289 | -4.7% | 0.05% | -23.4% |
| Q2 2018 | $380,000 | +0.3% | 3,451 | -0.5% | 0.06% | -11.1% |
| Q1 2018 | $379,000 | -3.8% | 3,468 | +0.5% | 0.07% | +20.0% |
| Q4 2017 | $394,000 | +9.7% | 3,450 | +3.6% | 0.06% | 0.0% |
| Q3 2017 | $359,000 | – | 3,330 | – | 0.06% | – |
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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% |