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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $220,319 | +13.0% | 1,267 | 0.0% | 0.16% | +7.4% |
| Q3 2023 | $194,915 | -4.6% | 1,267 | 0.0% | 0.15% | 0.0% |
| Q2 2023 | $204,228 | +114634.8% | 1,267 | +8.1% | 0.15% | +9.6% |
| Q1 2023 | $178 | +4.7% | 1,172 | 0.0% | 0.14% | +6.2% |
| Q4 2022 | $170 | -99.9% | 1,172 | 0.0% | 0.13% | +4.1% |
| Q3 2022 | $151,000 | -11.2% | 1,172 | -5.3% | 0.12% | -8.2% |
| Q2 2022 | $170,000 | +53.2% | 1,238 | +75.4% | 0.13% | +88.7% |
| Q1 2022 | $111,000 | 0.0% | 706 | 0.0% | 0.07% | 0.0% |
| Q4 2021 | $111,000 | +1.8% | 706 | -5.9% | 0.07% | -5.3% |
| Q3 2021 | $109,000 | -1.8% | 750 | 0.0% | 0.08% | +4.2% |
| Q2 2021 | $111,000 | +4.7% | 750 | 0.0% | 0.07% | -4.0% |
| Q1 2021 | $106,000 | -10.9% | 750 | -19.4% | 0.08% | -10.7% |
| Q4 2020 | $119,000 | -13.8% | 930 | -35.0% | 0.08% | -41.3% |
| Q1 2020 | $138,000 | -25.8% | 1,430 | 0.0% | 0.14% | +1.4% |
| Q4 2019 | $186,000 | -1.1% | 1,430 | -9.5% | 0.14% | -6.0% |
| Q3 2019 | $188,000 | +2.2% | 1,580 | 0.0% | 0.15% | -7.4% |
| Q2 2019 | $184,000 | +3.4% | 1,580 | 0.0% | 0.16% | -3.0% |
| Q1 2019 | $178,000 | +11.2% | 1,580 | 0.0% | 0.17% | -2.3% |
| Q4 2018 | $160,000 | -12.6% | 1,580 | 0.0% | 0.17% | +13.2% |
| Q3 2018 | $183,000 | +5.2% | 1,580 | 0.0% | 0.15% | -1.3% |
| Q2 2018 | $174,000 | +0.6% | 1,580 | 0.0% | 0.15% | +4.8% |
| Q1 2018 | $173,000 | -3.9% | 1,580 | 0.0% | 0.15% | -2.0% |
| Q4 2017 | $180,000 | +5.9% | 1,580 | 0.0% | 0.15% | +5.7% |
| Q3 2017 | $170,000 | +2.4% | 1,580 | 0.0% | 0.14% | -4.1% |
| Q2 2017 | $166,000 | -12.6% | 1,580 | -13.7% | 0.15% | -14.0% |
| Q1 2017 | $190,000 | – | 1,830 | – | 0.17% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 405,131 | $62,325,359 | 23.11% |
| Quantitative Strategies, Inc. | 187,158 | $28,792,372 | 19.37% |
| Foundation Wealth Management, LLC | 121,130 | $18,634,505 | 18.62% |
| LPWM LLC | 254,891 | $38,975,312 | 17.52% |
| Halpern Financial, Inc. | 281,683 | $43,334,118 | 14.96% |
| Praetorian Wealth Management, Inc. | 283,325 | $43,586,718 | 13.85% |
| Powell Investment Advisors, LLC | 138,335 | $21,397,622 | 12.86% |
| FINANCIAL LIFE ADVISORS | 177,823 | $27,356,344 | 11.77% |
| LVZ, Inc. | 458,002 | $70,459,044 | 11.36% |
| INSTRUMENTAL WEALTH, LLC | 58,076 | $9,034,945 | 10.55% |