ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 24 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,554,775 | -2.9% | 10,106 | +1.7% | 0.06% | -3.3% |
| Q2 2023 | $1,601,494 | +15.0% | 9,935 | +8.3% | 0.06% | +3.4% |
| Q1 2023 | $1,392,674 | -0.1% | 9,177 | -4.5% | 0.06% | -13.4% |
| Q4 2022 | $1,393,438 | -5.3% | 9,605 | -16.1% | 0.07% | -14.1% |
| Q3 2022 | $1,472,000 | -7.2% | 11,450 | -0.8% | 0.08% | -6.0% |
| Q2 2022 | $1,586,000 | +72.2% | 11,537 | +95.0% | 0.08% | +93.0% |
| Q1 2022 | $921,000 | +11.6% | 5,916 | +12.4% | 0.04% | +16.2% |
| Q4 2021 | $825,000 | +11.2% | 5,265 | +3.1% | 0.04% | -2.6% |
| Q3 2021 | $742,000 | -0.9% | 5,106 | +0.6% | 0.04% | -5.0% |
| Q2 2021 | $749,000 | +4.3% | 5,076 | -0.2% | 0.04% | -4.8% |
| Q1 2021 | $718,000 | +0.6% | 5,087 | -8.7% | 0.04% | -6.7% |
| Q4 2020 | $714,000 | +20.0% | 5,574 | +5.4% | 0.04% | 0.0% |
| Q3 2020 | $595,000 | +3.1% | 5,287 | -0.8% | 0.04% | -10.0% |
| Q2 2020 | $577,000 | +24.4% | 5,330 | +10.6% | 0.05% | -2.0% |
| Q1 2020 | $464,000 | -15.0% | 4,818 | +14.7% | 0.05% | -1.9% |
| Q4 2019 | $546,000 | +9.2% | 4,199 | 0.0% | 0.05% | -1.9% |
| Q3 2019 | $500,000 | -1.0% | 4,199 | -3.2% | 0.05% | -7.0% |
| Q2 2019 | $505,000 | +3.3% | 4,336 | 0.0% | 0.06% | 0.0% |
| Q1 2019 | $489,000 | +7.5% | 4,336 | -3.7% | 0.06% | -3.4% |
| Q4 2018 | $455,000 | -15.1% | 4,501 | -2.8% | 0.06% | -16.9% |
| Q3 2018 | $536,000 | +2.1% | 4,631 | -2.8% | 0.07% | -7.8% |
| Q2 2018 | $525,000 | +0.8% | 4,765 | +0.0% | 0.08% | -8.3% |
| Q1 2018 | $521,000 | -6.0% | 4,763 | -1.8% | 0.08% | -11.6% |
| Q4 2017 | $554,000 | +5.9% | 4,848 | 0.0% | 0.10% | -1.0% |
| Q3 2017 | $523,000 | -3.5% | 4,848 | -6.1% | 0.10% | -6.8% |
| Q2 2017 | $542,000 | +0.9% | 5,161 | 0.0% | 0.10% | -1.0% |
| Q1 2017 | $537,000 | +2.7% | 5,161 | 0.0% | 0.10% | 0.0% |
| Q4 2016 | $523,000 | +27.6% | 5,161 | +19.5% | 0.10% | +5.1% |
| Q3 2016 | $410,000 | -9.3% | 4,318 | -11.2% | 0.10% | -17.5% |
| Q2 2016 | $452,000 | – | 4,861 | – | 0.12% | – |
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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% |