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 | $1,036,112 | -4.6% | 6,735 | 0.0% | 1.14% | -3.6% |
| Q2 2023 | $1,085,615 | -7.4% | 6,735 | -12.8% | 1.18% | -11.4% |
| Q1 2023 | $1,173,000 | +4.6% | 7,726 | 0.0% | 1.33% | +76.0% |
| Q4 2022 | $1,121,000 | +17.4% | 7,726 | +4.0% | 0.76% | +5.3% |
| Q3 2022 | $955,000 | -4.2% | 7,428 | +2.4% | 0.72% | -2.2% |
| Q2 2022 | $997,000 | -11.7% | 7,254 | 0.0% | 0.73% | +10.9% |
| Q1 2022 | $1,129,000 | – | 7,254 | – | 0.66% | – |
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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% |