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 | $275,880 | -4.6% | 1,793 | 0.0% | 0.05% | -2.0% |
| Q2 2023 | $289,061 | +6.6% | 1,793 | +0.3% | 0.05% | +6.5% |
| Q1 2023 | $271,203 | +5.1% | 1,787 | +0.4% | 0.05% | -2.1% |
| Q4 2022 | $258,026 | +13.7% | 1,779 | +0.6% | 0.05% | 0.0% |
| Q3 2022 | $227,000 | -5.8% | 1,768 | +0.7% | 0.05% | +20.5% |
| Q2 2022 | $241,000 | -11.4% | 1,756 | +0.4% | 0.04% | +8.3% |
| Q1 2022 | $272,000 | -0.4% | 1,749 | +0.5% | 0.04% | +12.5% |
| Q4 2021 | $273,000 | +8.3% | 1,741 | +0.5% | 0.03% | -79.1% |
| Q3 2021 | $252,000 | -0.8% | 1,732 | +0.6% | 0.15% | +0.7% |
| Q2 2021 | $254,000 | +5.0% | 1,722 | +0.3% | 0.15% | +9.4% |
| Q1 2021 | $242,000 | +10.5% | 1,716 | +0.5% | 0.14% | +9.4% |
| Q4 2020 | $219,000 | +1.4% | 1,708 | +2.8% | 0.13% | +78.9% |
| Q4 2019 | $216,000 | – | 1,661 | – | 0.07% | – |
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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% |