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 | $867,346 | -4.7% | 5,638 | -0.1% | 0.17% | +11.3% |
| Q2 2023 | $909,913 | +33.0% | 5,645 | +25.2% | 0.15% | +21.8% |
| Q1 2023 | $684,340 | +4.7% | 4,509 | +0.0% | 0.12% | +6.0% |
| Q4 2022 | $653,830 | +1291.1% | 4,507 | +1134.8% | 0.12% | +1571.4% |
| Q4 2020 | $47,000 | -80.8% | 365 | -83.3% | 0.01% | -85.1% |
| Q3 2020 | $245,000 | +6.5% | 2,181 | +2.5% | 0.05% | 0.0% |
| Q2 2020 | $230,000 | +12.2% | 2,127 | 0.0% | 0.05% | -9.6% |
| Q1 2020 | $205,000 | -26.0% | 2,127 | 0.0% | 0.05% | -13.3% |
| Q4 2019 | $277,000 | +5.7% | 2,127 | -3.4% | 0.06% | +7.1% |
| Q3 2019 | $262,000 | +1.9% | 2,202 | 0.0% | 0.06% | +3.7% |
| Q2 2019 | $257,000 | -18.2% | 2,202 | -20.9% | 0.05% | -34.9% |
| Q1 2019 | $314,000 | +8.7% | 2,784 | -2.6% | 0.08% | 0.0% |
| Q4 2018 | $289,000 | -12.7% | 2,859 | 0.0% | 0.08% | +1.2% |
| Q3 2018 | $331,000 | +190.4% | 2,859 | +176.0% | 0.08% | +164.5% |
| Q2 2018 | $114,000 | +78.1% | 1,036 | +78.0% | 0.03% | +72.2% |
| Q1 2018 | $64,000 | – | 582 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 405,131 | $62,325,359 | 23.11% |
| Quantitative Strategies, Inc. | 187,158 | $28,792,372 | 19.37% |
| Foundation Wealth Management, LLC | 121,130 | $18,634,505 | 18.62% |
| LPWM LLC | 254,891 | $38,975,312 | 17.52% |
| Halpern Financial, Inc. | 281,683 | $43,334,118 | 14.96% |
| Praetorian Wealth Management, Inc. | 283,325 | $43,586,718 | 13.85% |
| Powell Investment Advisors, LLC | 138,335 | $21,397,622 | 12.86% |
| FINANCIAL LIFE ADVISORS | 177,823 | $27,356,344 | 11.77% |
| LVZ, Inc. | 458,002 | $70,459,044 | 11.36% |
| INSTRUMENTAL WEALTH, LLC | 58,076 | $9,034,945 | 10.55% |