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 2017 | $372,377,000 | +11.8% | 3,450,809 | +8.8% | 20.26% | -5.9% |
| Q2 2017 | $332,965,000 | +8.7% | 3,172,305 | +7.7% | 21.53% | -12.4% |
| Q1 2017 | $306,379,000 | +63.3% | 2,944,824 | +49.0% | 24.58% | +8.6% |
| Q4 2016 | $187,632,000 | 0.0% | 1,975,903 | 0.0% | 22.63% | -12.8% |
| Q3 2016 | $187,632,000 | +20.7% | 1,975,903 | +18.1% | 25.96% | -17.7% |
| Q2 2016 | $155,393,000 | +19.8% | 1,672,686 | +16.0% | 31.57% | +0.6% |
| Q1 2016 | $129,697,000 | +19.1% | 1,442,202 | +17.3% | 31.38% | -1.5% |
| Q4 2015 | $108,878,000 | – | 1,229,840 | – | 31.86% | – |
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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% |