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 | $503,364 | -21.5% | 3,272 | -17.8% | 0.01% | -8.3% |
| Q2 2023 | $641,496 | -53.3% | 3,980 | -56.1% | 0.01% | -36.8% |
| Q1 2023 | $1,374,567 | -21.9% | 9,058 | -25.3% | 0.02% | -20.8% |
| Q4 2022 | $1,759,705 | +12.7% | 12,130 | -0.2% | 0.02% | +4.3% |
| Q3 2022 | $1,562,000 | +22.4% | 12,153 | +30.9% | 0.02% | +15.0% |
| Q2 2022 | $1,276,000 | -11.8% | 9,286 | +0.0% | 0.02% | +5.3% |
| Q1 2022 | $1,446,000 | -0.6% | 9,285 | 0.0% | 0.02% | -20.8% |
| Q4 2021 | $1,454,000 | +7.1% | 9,285 | -0.5% | 0.02% | +41.2% |
| Q3 2021 | $1,357,000 | -15.1% | 9,334 | -13.8% | 0.02% | -15.0% |
| Q2 2021 | $1,599,000 | +4.0% | 10,828 | -0.6% | 0.02% | -4.8% |
| Q1 2021 | $1,538,000 | +8.3% | 10,893 | -1.8% | 0.02% | 0.0% |
| Q4 2020 | $1,420,000 | +10.4% | 11,095 | -3.0% | 0.02% | 0.0% |
| Q3 2020 | $1,286,000 | +9.1% | 11,435 | +4.9% | 0.02% | -4.5% |
| Q2 2020 | $1,179,000 | +3584.4% | 10,897 | +3172.4% | 0.02% | +2100.0% |
| Q1 2020 | $32,000 | -97.8% | 333 | -97.0% | 0.00% | -96.3% |
| Q4 2019 | $1,460,000 | +17.6% | 11,228 | +7.7% | 0.03% | +8.0% |
| Q3 2019 | $1,242,000 | +4.3% | 10,422 | +2.0% | 0.02% | -37.5% |
| Q2 2019 | $1,191,000 | – | 10,219 | – | 0.04% | – |
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% |