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 | $3,623,363 | -4.6% | 23,553 | -0.1% | 1.29% | -0.8% |
| Q2 2023 | $3,799,378 | +2.8% | 23,571 | -3.2% | 1.30% | -4.3% |
| Q1 2023 | $3,695,733 | +102020.3% | 24,353 | -2.4% | 1.36% | -2.5% |
| Q4 2022 | $3,619 | -99.9% | 24,950 | +0.0% | 1.39% | +0.6% |
| Q3 2022 | $3,206,000 | -7.3% | 24,947 | -0.8% | 1.38% | -2.7% |
| Q2 2022 | $3,458,000 | -12.8% | 25,155 | +0.0% | 1.42% | +3.4% |
| Q1 2022 | $3,966,000 | +0.7% | 25,153 | +0.0% | 1.38% | -1.1% |
| Q4 2021 | $3,939,000 | +7.7% | 25,149 | +0.0% | 1.39% | -4.8% |
| Q3 2021 | $3,657,000 | -1.6% | 25,145 | -0.1% | 1.46% | -13.8% |
| Q2 2021 | $3,717,000 | +1.8% | 25,179 | -2.6% | 1.70% | -4.2% |
| Q1 2021 | $3,653,000 | +9.9% | 25,862 | -0.4% | 1.77% | -13.6% |
| Q4 2020 | $3,325,000 | +13.3% | 25,975 | -0.4% | 2.05% | -1.0% |
| Q3 2020 | $2,934,000 | +1.4% | 26,088 | -2.4% | 2.07% | -3.9% |
| Q2 2020 | $2,893,000 | +9.6% | 26,736 | -2.5% | 2.15% | -4.5% |
| Q1 2020 | $2,639,000 | -30.1% | 27,417 | -5.5% | 2.25% | -13.8% |
| Q4 2019 | $3,775,000 | +17.2% | 29,020 | +7.3% | 2.62% | +42.3% |
| Q3 2019 | $3,221,000 | +1.9% | 27,037 | -0.3% | 1.84% | +3.5% |
| Q2 2019 | $3,161,000 | +3.4% | 27,121 | +0.0% | 1.78% | +0.2% |
| Q1 2019 | $3,057,000 | +15.1% | 27,118 | +3.2% | 1.77% | +8.5% |
| Q4 2018 | $2,657,000 | -10.9% | 26,266 | -8.3% | 1.63% | -22.5% |
| Q1 2017 | $2,981,000 | – | 28,651 | – | 2.11% | – |
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% |