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 | $8,276 | -4.6% | 53,800 | 0.0% | 4.08% | +1.5% |
| Q2 2023 | $8,672 | -0.8% | 53,800 | -6.6% | 4.02% | +0.6% |
| Q1 2023 | $8,741 | +93.1% | 57,600 | +84.6% | 4.00% | +18.6% |
| Q4 2022 | $4,526 | -99.9% | 31,200 | -9.0% | 3.37% | -6.7% |
| Q3 2022 | $4,408,000 | -6.0% | 34,300 | +14.0% | 3.62% | +17.9% |
| Q1 2022 | $4,687,000 | -63.5% | 30,100 | -66.9% | 3.07% | -56.9% |
| Q1 2021 | $12,838,000 | +3.2% | 90,900 | -6.5% | 7.12% | +3.5% |
| Q4 2020 | $12,443,000 | +2.7% | 97,200 | +4.4% | 6.87% | -6.8% |
| Q4 2019 | $12,111,000 | +68.1% | 93,100 | +50.6% | 7.37% | +137.3% |
| Q2 2019 | $7,204,000 | +3.4% | 61,800 | 0.0% | 3.11% | +19.1% |
| Q1 2019 | $6,967,000 | +25.8% | 61,800 | +27.4% | 2.61% | +45.1% |
| Q4 2017 | $5,540,000 | -11.6% | 48,500 | -16.5% | 1.80% | -9.3% |
| Q3 2017 | $6,269,000 | +6.5% | 58,100 | +3.6% | 1.98% | -19.8% |
| Q2 2017 | $5,888,000 | -41.3% | 56,100 | -43.3% | 2.47% | -54.4% |
| Q4 2016 | $10,026,000 | – | 98,900 | – | 5.42% | – |
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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% |