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 | $338,756 | -16.4% | 2,202 | -12.4% | 0.01% | 0.0% |
| Q2 2023 | $405,232 | +3377.2% | 2,514 | -96.7% | 0.01% | -97.0% |
| Q1 2023 | $11,654 | -4.4% | 76,795 | -8.6% | 0.20% | -16.2% |
| Q4 2022 | $12,194 | -99.9% | 84,055 | +21.2% | 0.24% | +17.0% |
| Q3 2022 | $8,917,000 | -7.2% | 69,379 | -0.7% | 0.21% | -3.3% |
| Q2 2022 | $9,608,000 | -11.6% | 69,895 | +0.1% | 0.21% | +2.9% |
| Q1 2022 | $10,872,000 | +31.4% | 69,821 | +8.1% | 0.21% | +6.2% |
| Q4 2021 | $8,271,000 | -14.5% | 64,606 | -2.9% | 0.20% | +1.0% |
| Q3 2021 | $9,677,000 | -1.3% | 66,546 | +0.2% | 0.19% | 0.0% |
| Q2 2021 | $9,801,000 | +7.5% | 66,381 | +2.8% | 0.19% | -9.4% |
| Q1 2021 | $9,118,000 | +10.2% | 64,554 | -0.1% | 0.21% | +6.0% |
| Q4 2020 | $8,271,000 | +13.0% | 64,605 | -0.7% | 0.20% | -2.0% |
| Q3 2020 | $7,319,000 | +3.1% | 65,090 | -0.8% | 0.20% | -6.4% |
| Q2 2020 | $7,098,000 | +46.1% | 65,597 | +30.0% | 0.22% | +25.1% |
| Q1 2020 | $4,857,000 | – | 50,461 | – | 0.18% | – |
Download | ||||||
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% |