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 | $8,601,964 | +5.4% | 55,915 | -0.7% | 1.93% | -10.6% |
| Q4 2022 | $8,165,120 | +21.1% | 56,284 | +7.2% | 2.16% | +8.5% |
| Q3 2022 | $6,745,000 | -0.3% | 52,480 | +6.6% | 1.99% | +5.4% |
| Q2 2022 | $6,765,000 | -8.9% | 49,215 | +3.2% | 1.89% | +3.4% |
| Q1 2022 | $7,428,000 | -0.9% | 47,702 | -0.3% | 1.83% | +8.5% |
| Q4 2021 | $7,496,000 | +1.3% | 47,855 | -0.2% | 1.69% | -1.1% |
| Q3 2021 | $7,398,000 | +2.5% | 47,927 | -2.0% | 1.70% | -19.9% |
| Q2 2021 | $7,217,000 | +3.9% | 48,881 | -0.6% | 2.13% | -5.1% |
| Q1 2021 | $6,946,000 | +10.4% | 49,177 | +0.0% | 2.24% | +3.7% |
| Q4 2020 | $6,294,000 | +13.0% | 49,161 | -0.7% | 2.16% | -0.8% |
| Q3 2020 | $5,568,000 | -2.9% | 49,512 | -6.6% | 2.18% | -6.8% |
| Q2 2020 | $5,735,000 | +196.4% | 53,001 | +278852.6% | 2.34% | +116800.0% |
| Q4 2016 | $1,935,000 | – | 19 | – | 0.00% | – |
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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% |