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 | $5,461 | +0.6% | 33,692 | -1.0% | 0.78% | +5.3% |
| Q2 2023 | $5,431 | +4.1% | 34,031 | -1.2% | 0.74% | +1.1% |
| Q1 2023 | $5,217 | +3.9% | 34,444 | -0.4% | 0.73% | +6.3% |
| Q4 2022 | $5,019 | -99.9% | 34,596 | -2.3% | 0.68% | -4.5% |
| Q3 2022 | $4,610,000 | -8.2% | 35,395 | -1.8% | 0.72% | -4.0% |
| Q2 2022 | $5,021,000 | -12.6% | 36,050 | -1.0% | 0.75% | -2.4% |
| Q1 2022 | $5,744,000 | – | 36,431 | – | 0.76% | – |
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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% |