ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 24 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $563 | -98.2% | 3,660 | +1080.6% | 0.30% | +1096.0% |
| Q1 2017 | $32,000 | +3.2% | 310 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $31,000 | -8.8% | 310 | -13.9% | 0.02% | -7.4% |
| Q3 2016 | $34,000 | +3.0% | 360 | 0.0% | 0.03% | 0.0% |
| Q2 2016 | $33,000 | +3.1% | 360 | 0.0% | 0.03% | -3.6% |
| Q1 2016 | $32,000 | 0.0% | 360 | 0.0% | 0.03% | 0.0% |
| Q4 2015 | $32,000 | +146.2% | 360 | +125.0% | 0.03% | +133.3% |
| Q3 2015 | $13,000 | -13.3% | 160 | 0.0% | 0.01% | -7.7% |
| Q2 2015 | $15,000 | 0.0% | 160 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $15,000 | -11.8% | 160 | -13.5% | 0.01% | -13.3% |
| Q4 2014 | $17,000 | – | 185 | – | 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% |