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 | $638,128 | -4.6% | 4,148 | 0.0% | 0.13% | -2.2% |
| Q2 2023 | $668,616 | +6.2% | 4,148 | 0.0% | 0.14% | +1.5% |
| Q1 2023 | $629,500 | +4.6% | 4,148 | 0.0% | 0.13% | -6.3% |
| Q4 2022 | $601,750 | +12.9% | 4,148 | 0.0% | 0.14% | 0.0% |
| Q3 2022 | $533,000 | -6.5% | 4,148 | 0.0% | 0.14% | -5.3% |
| Q2 2022 | $570,000 | -11.8% | 4,148 | 0.0% | 0.15% | +9.4% |
| Q1 2022 | $646,000 | -0.6% | 4,148 | 0.0% | 0.14% | +11.3% |
| Q4 2021 | $650,000 | +7.8% | 4,148 | 0.0% | 0.12% | -0.8% |
| Q3 2021 | $603,000 | -1.5% | 4,148 | 0.0% | 0.12% | -0.8% |
| Q2 2021 | $612,000 | +4.4% | 4,148 | 0.0% | 0.13% | -3.8% |
| Q1 2021 | $586,000 | -16.3% | 4,148 | -24.2% | 0.13% | -23.8% |
| Q4 2020 | $700,000 | +13.8% | 5,470 | 0.0% | 0.17% | +1.8% |
| Q3 2020 | $615,000 | +3.9% | 5,470 | 0.0% | 0.17% | -4.0% |
| Q2 2020 | $592,000 | +12.5% | 5,470 | 0.0% | 0.18% | -10.2% |
| Q1 2020 | $526,000 | -26.1% | 5,470 | 0.0% | 0.20% | +5.4% |
| Q4 2019 | $712,000 | +9.2% | 5,470 | 0.0% | 0.19% | -2.1% |
| Q3 2019 | $652,000 | – | 5,470 | – | 0.19% | – |
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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% |