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 | $1,677,846 | -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 | 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% |