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 | $200,662 | -3.8% | 1,304 | +0.8% | 0.05% | +4.1% |
| Q2 2023 | $208,637 | +8.9% | 1,294 | +2.6% | 0.05% | +4.3% |
| Q1 2023 | $191,519 | +4.7% | 1,261 | 0.0% | 0.05% | +2.2% |
| Q4 2022 | $183,003 | +11.6% | 1,261 | -0.8% | 0.05% | +9.5% |
| Q3 2022 | $164,000 | -6.3% | 1,271 | 0.0% | 0.04% | -4.5% |
| Q2 2022 | $175,000 | -11.6% | 1,271 | +0.1% | 0.04% | -6.4% |
| Q1 2022 | $198,000 | -3.9% | 1,270 | -3.7% | 0.05% | -4.1% |
| Q4 2021 | $206,000 | +9.6% | 1,319 | +2.1% | 0.05% | 0.0% |
| Q3 2021 | $188,000 | -1.6% | 1,292 | 0.0% | 0.05% | -5.8% |
| Q2 2021 | $191,000 | +4.9% | 1,292 | +26.7% | 0.05% | -3.7% |
| Q1 2021 | $182,000 | -0.5% | 1,020 | -28.6% | 0.05% | -11.5% |
| Q4 2020 | $183,000 | +210.2% | 1,429 | +170.6% | 0.06% | +177.3% |
| Q3 2020 | $59,000 | +22.9% | 528 | +19.5% | 0.02% | +22.2% |
| Q2 2020 | $48,000 | +14.3% | 442 | +0.5% | 0.02% | -5.3% |
| Q1 2020 | $42,000 | -89.6% | 440 | -85.8% | 0.02% | -88.9% |
| Q4 2019 | $403,000 | – | 3,095 | – | 0.17% | – |
Download | ||||||
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% |