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 | $772,147 | -4.6% | 5,019 | 0.0% | 0.03% | -2.9% |
| Q2 2023 | $809,038 | +112.7% | 5,019 | +100.3% | 0.04% | +75.0% |
| Q1 2023 | $380,294 | +5.0% | 2,506 | +0.4% | 0.02% | 0.0% |
| Q4 2022 | $362,033 | +12.4% | 2,496 | +6.6% | 0.02% | -31.0% |
| Q2 2022 | $322,000 | +54.1% | 2,341 | +29.7% | 0.03% | +7.4% |
| Q2 2020 | $209,000 | -5.9% | 1,805 | +6.6% | 0.03% | -6.9% |
| Q4 2019 | $222,000 | +9.9% | 1,694 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $202,000 | -66.7% | 1,694 | -67.7% | 0.03% | -67.8% |
| Q3 2018 | $607,000 | +5.2% | 5,243 | 0.0% | 0.09% | 0.0% |
| Q2 2018 | $577,000 | +17.5% | 5,243 | +16.7% | 0.09% | +13.9% |
| Q1 2018 | $491,000 | +13.4% | 4,493 | +18.5% | 0.08% | +27.4% |
| Q4 2017 | $433,000 | +5.9% | 3,793 | 0.0% | 0.06% | -30.3% |
| Q3 2017 | $409,000 | +2.8% | 3,793 | 0.0% | 0.09% | -11.0% |
| Q2 2017 | $398,000 | +83.4% | 3,793 | +81.5% | 0.10% | +75.4% |
| Q1 2017 | $217,000 | – | 2,090 | – | 0.06% | – |
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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% |