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 | $390,336 | +8.6% | 2,537 | +13.8% | 0.02% | +4.3% |
| Q2 2023 | $359,339 | +87.9% | 2,229 | +76.9% | 0.02% | +76.9% |
| Q1 2023 | $191,250 | +13.1% | 1,260 | +8.2% | 0.01% | +8.3% |
| Q4 2022 | $169,038 | +12.7% | 1,165 | 0.0% | 0.01% | -7.7% |
| Q3 2022 | $150,000 | +6.4% | 1,165 | +14.0% | 0.01% | +8.3% |
| Q2 2022 | $141,000 | -11.3% | 1,022 | 0.0% | 0.01% | -14.3% |
| Q1 2022 | $159,000 | -15.0% | 1,022 | -14.3% | 0.01% | -17.6% |
| Q4 2021 | $187,000 | +23.8% | 1,193 | +14.9% | 0.02% | +13.3% |
| Q3 2021 | $151,000 | +18.0% | 1,038 | +19.7% | 0.02% | +7.1% |
| Q2 2021 | $128,000 | +161.2% | 867 | +150.6% | 0.01% | +100.0% |
| Q1 2021 | $49,000 | +1533.3% | 346 | +1135.7% | 0.01% | +600.0% |
| Q4 2020 | $3,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $3,000 | 0.0% | 28 | -12.5% | 0.00% | 0.0% |
| Q2 2020 | $3,000 | 0.0% | 32 | -11.1% | 0.00% | 0.0% |
| Q1 2020 | $3,000 | -40.0% | 36 | 0.0% | 0.00% | -50.0% |
| Q4 2019 | $5,000 | -54.5% | 36 | -59.6% | 0.00% | -60.0% |
| Q3 2019 | $11,000 | -15.4% | 89 | -21.2% | 0.01% | -37.5% |
| Q2 2019 | $13,000 | -55.2% | 113 | -57.0% | 0.01% | -42.9% |
| Q1 2019 | $29,000 | 0.0% | 263 | -8.7% | 0.01% | 0.0% |
| Q4 2018 | $29,000 | – | 288 | – | 0.01% | – |
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% |