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 | $107,842 | -4.6% | 701 | 0.0% | 0.08% | +2.7% |
| Q2 2023 | $112,995 | +14.4% | 701 | +7.7% | 0.08% | +8.7% |
| Q1 2023 | $98,796 | +4.6% | 651 | 0.0% | 0.07% | +3.0% |
| Q4 2022 | $94,441 | +12.4% | 651 | 0.0% | 0.07% | 0.0% |
| Q3 2022 | $84,000 | -5.6% | 651 | 0.0% | 0.07% | +1.5% |
| Q2 2022 | $89,000 | -11.9% | 651 | 0.0% | 0.07% | +11.9% |
| Q1 2022 | $101,000 | -1.0% | 651 | 0.0% | 0.06% | +11.3% |
| Q4 2021 | $102,000 | +7.4% | 651 | 0.0% | 0.05% | -3.6% |
| Q3 2021 | $95,000 | -1.0% | 651 | 0.0% | 0.06% | +1.9% |
| Q2 2021 | $96,000 | +4.3% | 651 | +0.2% | 0.05% | -10.0% |
| Q1 2021 | $92,000 | +10.8% | 650 | 0.0% | 0.06% | 0.0% |
| Q4 2020 | $83,000 | +13.7% | 650 | 0.0% | 0.06% | -10.4% |
| Q3 2020 | $73,000 | +4.3% | 650 | 0.0% | 0.07% | -13.0% |
| Q2 2020 | $70,000 | +11.1% | 650 | 0.0% | 0.08% | -2.5% |
| Q1 2020 | $63,000 | -48.8% | 650 | -31.1% | 0.08% | -22.5% |
| Q4 2019 | $123,000 | +9.8% | 944 | 0.0% | 0.10% | -4.7% |
| Q3 2019 | $112,000 | +1.8% | 944 | 0.0% | 0.11% | +0.9% |
| Q2 2019 | $110,000 | +3.8% | 944 | 0.0% | 0.11% | -2.8% |
| Q1 2019 | $106,000 | +11.6% | 944 | 0.0% | 0.11% | -7.6% |
| Q4 2018 | $95,000 | – | 944 | – | 0.12% | – |
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% |