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 | $693,818 | -4.6% | 4,510 | 0.0% | 0.11% | -4.3% |
| Q2 2023 | $726,967 | +6.2% | 4,510 | 0.0% | 0.12% | -1.7% |
| Q1 2023 | $684,438 | +3.1% | 4,510 | -1.4% | 0.12% | -2.5% |
| Q4 2022 | $663,840 | +12.9% | 4,576 | 0.0% | 0.12% | -2.4% |
| Q3 2022 | $588,000 | -6.5% | 4,576 | 0.0% | 0.12% | -3.1% |
| Q2 2022 | $629,000 | -11.8% | 4,576 | 0.0% | 0.13% | -0.8% |
| Q1 2022 | $713,000 | -0.6% | 4,576 | 0.0% | 0.13% | -1.5% |
| Q4 2021 | $717,000 | +7.8% | 4,576 | 0.0% | 0.13% | -5.7% |
| Q3 2021 | $665,000 | -1.6% | 4,576 | 0.0% | 0.14% | -0.7% |
| Q2 2021 | $676,000 | +582.8% | 4,576 | +550.9% | 0.14% | +571.4% |
| Q1 2021 | $99,000 | -45.0% | 703 | -50.0% | 0.02% | 0.0% |
| Q4 2020 | $180,000 | +127.8% | 1,406 | +100.0% | 0.02% | -4.5% |
| Q3 2020 | $79,000 | +3.9% | 703 | 0.0% | 0.02% | -8.3% |
| Q2 2020 | $76,000 | +11.8% | 703 | 0.0% | 0.02% | -7.7% |
| Q1 2020 | $68,000 | -11.7% | 703 | +19.2% | 0.03% | -10.3% |
| Q4 2019 | $77,000 | +10.0% | 590 | 0.0% | 0.03% | +3.6% |
| Q3 2019 | $70,000 | +1.4% | 590 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $69,000 | +527.3% | 590 | +490.0% | 0.03% | +460.0% |
| Q1 2019 | $11,000 | +10.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $10,000 | -16.7% | 100 | 0.0% | 0.01% | -16.7% |
| Q3 2018 | $12,000 | +9.1% | 100 | 0.0% | 0.01% | +20.0% |
| Q2 2018 | $11,000 | 0.0% | 100 | 0.0% | 0.01% | -28.6% |
| Q1 2018 | $11,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $11,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $11,000 | +10.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $10,000 | -61.5% | 100 | -63.6% | 0.01% | -68.2% |
| Q3 2016 | $26,000 | – | 275 | – | 0.02% | – |
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% |