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 | $730,768 | -6.3% | 4,750 | -1.8% | 0.24% | -4.0% |
| Q2 2023 | $779,706 | -9.2% | 4,837 | -14.5% | 0.25% | -32.6% |
| Q1 2023 | $858,962 | -5.7% | 5,660 | -9.8% | 0.37% | -5.6% |
| Q4 2022 | $910,459 | +5.5% | 6,276 | -6.5% | 0.40% | -5.5% |
| Q3 2022 | $863,000 | -6.5% | 6,712 | 0.0% | 0.42% | -1.6% |
| Q2 2022 | $923,000 | -22.2% | 6,712 | -11.9% | 0.43% | -11.2% |
| Q1 2022 | $1,186,000 | -6.9% | 7,617 | -6.4% | 0.48% | -0.6% |
| Q4 2021 | $1,274,000 | -1.9% | 8,137 | -8.9% | 0.48% | -8.5% |
| Q3 2021 | $1,299,000 | -19.7% | 8,935 | -18.4% | 0.53% | -17.9% |
| Q2 2021 | $1,617,000 | -3.3% | 10,953 | -7.5% | 0.64% | -7.6% |
| Q1 2021 | $1,672,000 | +10.6% | 11,837 | +0.2% | 0.70% | +10.3% |
| Q4 2020 | $1,512,000 | +10.4% | 11,810 | -3.1% | 0.63% | -3.1% |
| Q3 2020 | $1,370,000 | -2.0% | 12,185 | -5.7% | 0.65% | -11.2% |
| Q2 2020 | $1,398,000 | +50.5% | 12,917 | +33.9% | 0.73% | +18.8% |
| Q1 2020 | $929,000 | – | 9,647 | – | 0.62% | – |
Download | ||||||
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% |