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 | $748,893 | -4.6% | 4,868 | 0.0% | 0.26% | -0.8% |
| Q2 2023 | $784,673 | +6.2% | 4,868 | 0.0% | 0.26% | +3.1% |
| Q1 2023 | $738,768 | +4.6% | 4,868 | 0.0% | 0.26% | -1.2% |
| Q4 2022 | $706,201 | +12.8% | 4,868 | 0.0% | 0.26% | +2.8% |
| Q3 2022 | $626,000 | -6.4% | 4,868 | 0.0% | 0.25% | -0.8% |
| Q2 2022 | $669,000 | -11.7% | 4,868 | 0.0% | 0.25% | 0.0% |
| Q1 2022 | $758,000 | -0.5% | 4,868 | 0.0% | 0.25% | +2.0% |
| Q4 2021 | $762,000 | +7.6% | 4,868 | 0.0% | 0.25% | -1.2% |
| Q3 2021 | $708,000 | -63.4% | 4,868 | -62.9% | 0.25% | -62.6% |
| Q2 2021 | $1,937,000 | +181.5% | 13,119 | +169.5% | 0.67% | +170.3% |
| Q1 2021 | $688,000 | +10.4% | 4,868 | 0.0% | 0.25% | +5.5% |
| Q4 2020 | $623,000 | +13.9% | 4,868 | 0.0% | 0.24% | +2.2% |
| Q3 2020 | $547,000 | +3.8% | 4,868 | 0.0% | 0.23% | -2.1% |
| Q2 2020 | $527,000 | +12.4% | 4,868 | 0.0% | 0.24% | -21.9% |
| Q1 2020 | $469,000 | -25.9% | 4,868 | 0.0% | 0.30% | -5.6% |
| Q4 2019 | $633,000 | +9.1% | 4,868 | 0.0% | 0.32% | -1.5% |
| Q3 2019 | $580,000 | 0.0% | 4,868 | -2.2% | 0.32% | -1.5% |
| Q2 2019 | $580,000 | +3.4% | 4,979 | 0.0% | 0.33% | +2.5% |
| Q1 2019 | $561,000 | +5.1% | 4,979 | -5.6% | 0.32% | -5.0% |
| Q4 2018 | $534,000 | -1.1% | 5,277 | +8.4% | 0.34% | +8.0% |
| Q3 2018 | $540,000 | -0.4% | 4,868 | 0.0% | 0.31% | +9.0% |
| Q2 2018 | $542,000 | 0.0% | 4,868 | 0.0% | 0.29% | -5.9% |
| Q1 2018 | $542,000 | -2.5% | 4,868 | 0.0% | 0.31% | -0.3% |
| Q4 2017 | $556,000 | – | 4,868 | – | 0.31% | – |
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% |