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 2021 | $307,000 | -1.6% | 2,110 | 0.0% | 0.14% | -6.6% |
| Q2 2021 | $312,000 | +4.7% | 2,110 | 0.0% | 0.15% | -8.4% |
| Q1 2021 | $298,000 | +10.4% | 2,110 | 0.0% | 0.17% | +1.8% |
| Q4 2020 | $270,000 | +13.9% | 2,110 | 0.0% | 0.16% | -1.8% |
| Q3 2020 | $237,000 | +3.9% | 2,110 | 0.0% | 0.17% | -5.1% |
| Q2 2020 | $228,000 | +7.0% | 2,110 | -4.5% | 0.18% | +12.9% |
| Q1 2020 | $213,000 | -25.8% | 2,210 | 0.0% | 0.16% | -18.0% |
| Q4 2019 | $287,000 | +9.1% | 2,210 | 0.0% | 0.19% | +1.1% |
| Q3 2019 | $263,000 | +1.9% | 2,210 | 0.0% | 0.19% | +3.9% |
| Q2 2019 | $258,000 | +3.6% | 2,210 | 0.0% | 0.18% | -4.8% |
| Q1 2019 | $249,000 | +11.2% | 2,210 | 0.0% | 0.19% | -5.5% |
| Q4 2018 | $224,000 | -12.5% | 2,210 | 0.0% | 0.20% | +4.7% |
| Q3 2018 | $256,000 | +5.3% | 2,210 | 0.0% | 0.19% | +1.6% |
| Q2 2018 | $243,000 | +0.4% | 2,210 | 0.0% | 0.19% | -4.1% |
| Q1 2018 | $242,000 | -4.0% | 2,210 | 0.0% | 0.20% | -1.5% |
| Q4 2017 | $252,000 | +5.9% | 2,210 | 0.0% | 0.20% | -4.8% |
| Q3 2017 | $238,000 | +2.6% | 2,210 | 0.0% | 0.21% | +13.0% |
| Q2 2017 | $232,000 | +0.9% | 2,210 | 0.0% | 0.18% | 0.0% |
| Q1 2017 | $230,000 | +2.7% | 2,210 | 0.0% | 0.18% | -6.1% |
| Q4 2016 | $224,000 | +6.7% | 2,210 | 0.0% | 0.20% | +7.1% |
| Q3 2016 | $210,000 | +2.4% | 2,210 | 0.0% | 0.18% | -0.5% |
| Q2 2016 | $205,000 | +0.5% | 2,210 | 0.0% | 0.18% | -0.5% |
| Q2 2015 | $204,000 | – | 2,210 | – | 0.19% | – |
Download | ||||||
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% |