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 | $190 | -4.5% | 1 | 0.0% | 0.00% | – |
| Q2 2023 | $199 | +6.4% | 1 | 0.0% | 0.00% | – |
| Q1 2023 | $187 | +5.1% | 1 | 0.0% | 0.00% | – |
| Q4 2022 | $178 | -98.2% | 1 | -98.8% | 0.00% | -100.0% |
| Q3 2022 | $10,000 | -9.1% | 81 | +1.2% | 0.01% | 0.0% |
| Q2 2022 | $11,000 | -8.3% | 80 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $12,000 | 0.0% | 80 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $12,000 | 0.0% | 80 | +1.3% | 0.01% | -12.5% |
| Q3 2021 | $12,000 | 0.0% | 79 | 0.0% | 0.01% | +14.3% |
| Q2 2021 | $12,000 | +9.1% | 79 | +1.3% | 0.01% | 0.0% |
| Q1 2021 | $11,000 | +10.0% | 78 | -3.7% | 0.01% | 0.0% |
| Q4 2020 | $10,000 | +11.1% | 81 | 0.0% | 0.01% | -12.5% |
| Q3 2020 | $9,000 | 0.0% | 81 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $9,000 | +12.5% | 81 | +1.2% | 0.01% | 0.0% |
| Q1 2020 | $8,000 | -20.0% | 80 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $10,000 | +11.1% | 80 | +1.3% | 0.01% | +14.3% |
| Q3 2019 | $9,000 | 0.0% | 79 | 0.0% | 0.01% | -12.5% |
| Q2 2019 | $9,000 | 0.0% | 79 | +1.3% | 0.01% | 0.0% |
| Q1 2019 | $9,000 | +12.5% | 78 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $8,000 | -11.1% | 78 | +1.3% | 0.01% | 0.0% |
| Q3 2018 | $9,000 | +12.5% | 77 | +1.3% | 0.01% | +14.3% |
| Q2 2018 | $8,000 | 0.0% | 76 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $8,000 | -11.1% | 76 | 0.0% | 0.01% | -12.5% |
| Q4 2017 | $9,000 | +12.5% | 76 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $8,000 | 0.0% | 76 | +1.3% | 0.01% | 0.0% |
| Q2 2017 | $8,000 | 0.0% | 75 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $8,000 | 0.0% | 75 | +1.4% | 0.01% | 0.0% |
| Q4 2016 | $8,000 | – | 74 | – | 0.01% | – |
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% |