ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,115 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $253,989 | -7.4% | 1,651 | -2.9% | 0.03% | -6.1% |
| Q2 2023 | $274,184 | +9.4% | 1,701 | +3.0% | 0.03% | 0.0% |
| Q1 2023 | $250,555 | +4.6% | 1,651 | 0.0% | 0.03% | +6.5% |
| Q4 2022 | $239,510 | +13.0% | 1,651 | 0.0% | 0.03% | +3.3% |
| Q3 2022 | $212,000 | -6.2% | 1,651 | 0.0% | 0.03% | -11.8% |
| Q2 2022 | $226,000 | -12.4% | 1,651 | 0.0% | 0.03% | -15.0% |
| Q1 2022 | $258,000 | 0.0% | 1,651 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $258,000 | -2.3% | 1,651 | -9.2% | 0.04% | -11.1% |
| Q3 2021 | $264,000 | -5.7% | 1,819 | -4.4% | 0.04% | -6.2% |
| Q2 2021 | $280,000 | +4.5% | 1,902 | 0.0% | 0.05% | -4.0% |
| Q1 2021 | $268,000 | +3.9% | 1,902 | -5.7% | 0.05% | -9.1% |
| Q4 2020 | $258,000 | -5.5% | 2,017 | -17.0% | 0.06% | -19.1% |
| Q3 2020 | $273,000 | +4.2% | 2,430 | 0.0% | 0.07% | +1.5% |
| Q2 2020 | $262,000 | -76.8% | 2,430 | -72.1% | 0.07% | -79.3% |
| Q4 2019 | $1,131,000 | +8.1% | 8,698 | -1.0% | 0.32% | -7.4% |
| Q3 2019 | $1,046,000 | +5.9% | 8,787 | +3.6% | 0.35% | -6.2% |
| Q2 2019 | $988,000 | +8.1% | 8,482 | +4.5% | 0.37% | +8.1% |
| Q1 2019 | $914,000 | +18.4% | 8,113 | +6.3% | 0.34% | +9.2% |
| Q4 2018 | $772,000 | – | 7,634 | – | 0.32% | – |
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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% |