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 | $697,194 | +28.9% | 4,532 | +35.0% | 0.17% | +33.6% |
| Q2 2023 | $540,944 | +15.3% | 3,356 | +8.6% | 0.12% | +11.6% |
| Q1 2023 | $469,023 | -29.5% | 3,091 | -46.9% | 0.11% | -53.3% |
| Q4 2017 | $665,000 | +5.9% | 5,818 | 0.0% | 0.24% | +0.8% |
| Q3 2017 | $628,000 | -14.7% | 5,818 | -17.0% | 0.24% | -14.4% |
| Q2 2017 | $736,000 | +3.5% | 7,009 | +2.6% | 0.28% | +1.1% |
| Q1 2017 | $711,000 | +24.3% | 6,830 | +21.1% | 0.28% | +10.4% |
| Q4 2016 | $572,000 | +6.9% | 5,639 | +0.1% | 0.25% | +10.2% |
| Q3 2016 | $535,000 | +25.3% | 5,636 | +22.5% | 0.23% | +12.4% |
| Q2 2016 | $427,000 | +110.3% | 4,600 | +113.9% | 0.20% | +60.8% |
| Q2 2015 | $203,000 | +625.0% | 2,151 | +593.9% | 0.12% | +400.0% |
| Q2 2014 | $28,000 | +3.7% | 310 | 0.0% | 0.02% | +13.6% |
| Q1 2014 | $27,000 | -99.9% | 310 | 0.0% | 0.02% | -4.3% |
| Q4 2013 | $26,493,000 | – | 310 | – | 0.02% | – |
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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% |