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 | $363,524 | -68.9% | 2,363 | -67.4% | 0.00% | -66.7% |
| Q2 2023 | $1,170,078 | +309.7% | 7,259 | +285.7% | 0.01% | +500.0% |
| Q1 2023 | $285,612 | -96.4% | 1,882 | -96.9% | 0.00% | -97.9% |
| Q3 2022 | $7,865,000 | +16.6% | 61,199 | +24.7% | 0.05% | +42.4% |
| Q2 2022 | $6,748,000 | +38.0% | 49,090 | +56.4% | 0.03% | +153.8% |
| Q1 2022 | $4,889,000 | -1.0% | 31,393 | -0.4% | 0.01% | +62.5% |
| Q4 2021 | $4,939,000 | +78.8% | 31,531 | +66.0% | 0.01% | +60.0% |
| Q3 2021 | $2,763,000 | – | 19,000 | – | 0.01% | – |
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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% |