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 | $383,473 | -4.6% | 2,493 | 0.0% | 0.07% | -4.0% |
| Q2 2023 | $401,794 | +6.6% | 2,493 | +0.4% | 0.08% | -5.1% |
| Q1 2023 | $376,972 | -78.1% | 2,484 | -79.0% | 0.08% | -75.9% |
| Q3 2021 | $1,719,000 | -97.0% | 11,818 | -97.0% | 0.33% | -97.2% |
| Q2 2021 | $58,017,000 | +393.3% | 392,960 | +371.9% | 11.55% | +347.7% |
| Q1 2021 | $11,761,000 | +17.8% | 83,271 | -13.3% | 2.58% | -58.6% |
| Q1 2017 | $9,987,000 | +19.6% | 95,992 | +16.5% | 6.23% | +10.6% |
| Q4 2016 | $8,350,000 | – | 82,362 | – | 5.63% | – |
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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% |