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 | $1,677,846 | -0.2% | 10,906 | +4.6% | 0.56% | +2.7% |
| Q2 2023 | $1,681,121 | +3.4% | 10,429 | -2.6% | 0.55% | +3.0% |
| Q1 2023 | $1,625,185 | +3.4% | 10,709 | -1.2% | 0.53% | -5.3% |
| Q4 2022 | $1,572,150 | +22.3% | 10,837 | +8.3% | 0.56% | +20.4% |
| Q3 2022 | $1,286,000 | -4.7% | 10,003 | +1.9% | 0.47% | +1.3% |
| Q2 2022 | $1,350,000 | -4.7% | 9,818 | +7.9% | 0.46% | +11.4% |
| Q1 2022 | $1,417,000 | +20.7% | 9,098 | +21.4% | 0.41% | +22.6% |
| Q4 2021 | $1,174,000 | +43.9% | 7,494 | +35.5% | 0.34% | +32.7% |
| Q2 2021 | $816,000 | +33.6% | 5,529 | +27.9% | 0.25% | +25.1% |
| Q1 2021 | $611,000 | – | 4,324 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 405,131 | $62,325,359 | 23.11% |
| Quantitative Strategies, Inc. | 187,158 | $28,792,372 | 19.37% |
| Foundation Wealth Management, LLC | 121,130 | $18,634,505 | 18.62% |
| LPWM LLC | 254,891 | $38,975,312 | 17.52% |
| Halpern Financial, Inc. | 281,683 | $43,334,118 | 14.96% |
| Praetorian Wealth Management, Inc. | 283,325 | $43,586,718 | 13.85% |
| Powell Investment Advisors, LLC | 138,335 | $21,397,622 | 12.86% |
| FINANCIAL LIFE ADVISORS | 177,823 | $27,356,344 | 11.77% |
| LVZ, Inc. | 458,002 | $70,459,044 | 11.36% |
| INSTRUMENTAL WEALTH, LLC | 58,076 | $9,034,945 | 10.55% |