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 | $406,446 | +90.9% | 2,642 | +100.0% | 0.11% | -4.3% |
| Q2 2023 | $212,932 | -12.4% | 1,321 | -17.5% | 0.12% | -15.8% |
| Q1 2023 | $242,968 | +4.6% | 1,601 | 0.0% | 0.14% | -3.5% |
| Q4 2022 | $232,257 | +4.2% | 1,601 | -7.8% | 0.14% | -5.9% |
| Q3 2022 | $223,000 | -53.2% | 1,736 | -50.0% | 0.15% | +4.1% |
| Q2 2022 | $477,000 | -12.6% | 3,472 | -1.0% | 0.15% | -0.7% |
| Q1 2022 | $546,000 | -0.5% | 3,506 | 0.0% | 0.15% | +9.6% |
| Q4 2021 | $549,000 | +115.3% | 3,506 | +100.0% | 0.14% | -4.3% |
| Q3 2021 | $255,000 | -1.5% | 1,753 | 0.0% | 0.14% | -2.1% |
| Q2 2021 | $259,000 | +24.5% | 1,753 | +19.3% | 0.14% | +17.1% |
| Q1 2021 | $208,000 | – | 1,470 | – | 0.12% | – |
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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% |