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 2022 | $224,000 | +7.2% | 1,708 | +12.3% | 0.08% | +13.4% |
Q2 2022 | $209,000 | -11.1% | 1,521 | +0.8% | 0.07% | +4.7% |
Q1 2022 | $235,000 | -55.0% | 1,509 | -62.4% | 0.06% | -51.5% |
Q4 2019 | $522,000 | +15.2% | 4,011 | +5.4% | 0.13% | +6.5% |
Q3 2019 | $453,000 | +2.0% | 3,806 | 0.0% | 0.12% | -3.1% |
Q2 2019 | $444,000 | +13.3% | 3,806 | +9.5% | 0.13% | +3.2% |
Q1 2019 | $392,000 | +26.0% | 3,477 | +13.1% | 0.12% | +0.8% |
Q4 2018 | $311,000 | – | 3,074 | – | 0.12% | – |
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% |