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 | $381,215 | -5.7% | 2,478 | -1.2% | 0.04% | -2.2% |
| Q2 2023 | $404,425 | +3.7% | 2,509 | -2.4% | 0.05% | 0.0% |
| Q1 2023 | $389,950 | -7.1% | 2,570 | -11.2% | 0.05% | -11.5% |
| Q4 2022 | $419,629 | +3.9% | 2,893 | -7.9% | 0.05% | -5.5% |
| Q3 2022 | $404,000 | -6.3% | 3,140 | +0.1% | 0.06% | 0.0% |
| Q2 2022 | $431,000 | -11.7% | 3,136 | +0.1% | 0.06% | -9.8% |
| Q1 2022 | $488,000 | -0.6% | 3,134 | +0.1% | 0.06% | -1.6% |
| Q4 2021 | $491,000 | +7.9% | 3,132 | +0.1% | 0.06% | -3.1% |
| Q3 2021 | $455,000 | -12.7% | 3,129 | -11.3% | 0.06% | -13.5% |
| Q2 2021 | $521,000 | +4.6% | 3,526 | +0.0% | 0.07% | -2.6% |
| Q1 2021 | $498,000 | -2.2% | 3,525 | -11.3% | 0.08% | -5.0% |
| Q4 2020 | $509,000 | +8.5% | 3,972 | -4.8% | 0.08% | -4.8% |
| Q3 2020 | $469,000 | +18.7% | 4,174 | +14.3% | 0.08% | +9.1% |
| Q2 2020 | $395,000 | -21.2% | 3,651 | -29.9% | 0.08% | -38.4% |
| Q1 2020 | $501,000 | -47.8% | 5,205 | -29.4% | 0.12% | -31.3% |
| Q4 2019 | $959,000 | – | 7,375 | – | 0.18% | – |
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% |