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 | $469,205 | -4.6% | 3,052 | 0.0% | 0.04% | +2.4% |
| Q2 2023 | $491,952 | -62.0% | 3,052 | -69.3% | 0.04% | -70.1% |
| Q4 2019 | $1,295,000 | +9.2% | 9,954 | 0.0% | 0.14% | -4.2% |
| Q3 2019 | $1,186,000 | +2.2% | 9,954 | 0.0% | 0.14% | -6.5% |
| Q2 2019 | $1,160,000 | +3.4% | 9,954 | 0.0% | 0.15% | -15.9% |
| Q1 2019 | $1,122,000 | -13.0% | 9,954 | -15.1% | 0.18% | -5.7% |
| Q2 2018 | $1,290,000 | +0.7% | 11,719 | 0.0% | 0.19% | -15.7% |
| Q1 2018 | $1,281,000 | -4.3% | 11,719 | 0.0% | 0.23% | -5.8% |
| Q4 2017 | $1,338,000 | +5.9% | 11,719 | 0.0% | 0.24% | +1.7% |
| Q3 2017 | $1,264,000 | -29.3% | 11,719 | -31.3% | 0.24% | -34.5% |
| Q2 2017 | $1,789,000 | +0.9% | 17,048 | 0.0% | 0.36% | -2.9% |
| Q1 2017 | $1,773,000 | – | 17,048 | – | 0.38% | – |
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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% |