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 | $7,766,151 | -46.7% | 50,482 | -44.1% | 1.69% | -41.3% |
Q2 2023 | $14,557,230 | +139.0% | 90,311 | +125.1% | 2.88% | +152.5% |
Q1 2023 | $6,089,825 | -74.5% | 40,128 | -75.6% | 1.14% | -78.0% |
Q4 2022 | $23,875,330 | +13.4% | 164,578 | +7.4% | 5.17% | -18.9% |
Q2 2022 | $21,060,000 | -6.2% | 153,211 | +6.3% | 6.37% | +27.4% |
Q1 2022 | $22,442,000 | – | 144,116 | – | 5.00% | – |
Download |
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% |