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 | $4,248,599 | -41.2% | 27,617 | -38.4% | 0.01% | -54.5% |
| Q2 2023 | $7,224,536 | -30.3% | 44,820 | -34.4% | 0.02% | -47.6% |
| Q1 2023 | $10,369,913 | +268.0% | 68,331 | +211.6% | 0.04% | +200.0% |
| Q3 2022 | $2,818,000 | -26.5% | 21,928 | -21.4% | 0.01% | -33.3% |
| Q2 2022 | $3,835,000 | -36.9% | 27,896 | -28.1% | 0.02% | +31.2% |
| Q4 2021 | $6,073,000 | -1.8% | 38,774 | -8.8% | 0.02% | -11.1% |
| Q3 2021 | $6,186,000 | -28.1% | 42,538 | -27.0% | 0.02% | -45.5% |
| Q2 2021 | $8,600,000 | +104.9% | 58,252 | +96.0% | 0.03% | +32.0% |
| Q1 2021 | $4,197,000 | +17.5% | 29,713 | +6.5% | 0.02% | -7.4% |
| Q4 2020 | $3,572,000 | -41.7% | 27,900 | -48.8% | 0.03% | -67.5% |
| Q3 2020 | $6,125,000 | -29.1% | 54,469 | -31.8% | 0.08% | -40.7% |
| Q2 2020 | $8,639,000 | +666.5% | 79,840 | +581.7% | 0.14% | +382.8% |
| Q1 2020 | $1,127,000 | – | 11,712 | – | 0.03% | – |
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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% |