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 | $224,606 | -13.2% | 1,460 | -9.0% | 0.09% | -7.8% |
| Q2 2023 | $258,709 | -26.4% | 1,605 | -30.7% | 0.10% | -30.6% |
| Q1 2023 | $351,324 | +4.6% | 2,315 | 0.0% | 0.15% | 0.0% |
| Q4 2022 | $335,837 | +10.8% | 2,315 | -1.7% | 0.15% | +6.5% |
| Q3 2022 | $303,000 | -7.1% | 2,355 | -0.6% | 0.14% | -0.7% |
| Q2 2022 | $326,000 | -11.7% | 2,370 | 0.0% | 0.14% | +3.7% |
| Q1 2022 | $369,000 | -0.5% | 2,370 | 0.0% | 0.13% | +7.2% |
| Q4 2021 | $371,000 | +10.1% | 2,370 | +2.4% | 0.12% | +3.3% |
| Q3 2021 | $337,000 | -3.7% | 2,315 | -2.3% | 0.12% | +6.1% |
| Q2 2021 | $350,000 | +3.9% | 2,370 | -0.6% | 0.11% | +0.9% |
| Q1 2021 | $337,000 | +10.9% | 2,385 | +0.4% | 0.11% | +8.7% |
| Q4 2020 | $304,000 | +13.4% | 2,375 | -0.4% | 0.10% | +4.0% |
| Q3 2020 | $268,000 | +3.9% | 2,385 | 0.0% | 0.10% | -2.9% |
| Q2 2020 | $258,000 | +13.7% | 2,385 | +1.3% | 0.10% | -1.9% |
| Q1 2020 | $227,000 | -26.5% | 2,355 | -0.9% | 0.10% | -11.8% |
| Q4 2019 | $309,000 | +7.7% | 2,376 | -1.2% | 0.12% | +1.7% |
| Q3 2019 | $287,000 | +2.5% | 2,406 | +0.3% | 0.12% | 0.0% |
| Q2 2019 | $280,000 | +2.6% | 2,398 | -1.0% | 0.12% | -2.5% |
| Q1 2019 | $273,000 | +14.2% | 2,423 | +2.8% | 0.12% | +1.7% |
| Q4 2018 | $239,000 | -13.7% | 2,358 | -1.0% | 0.12% | -4.1% |
| Q3 2018 | $277,000 | -4.5% | 2,383 | -9.5% | 0.12% | -8.2% |
| Q2 2018 | $290,000 | +10.7% | 2,633 | +9.6% | 0.13% | +10.7% |
| Q1 2018 | $262,000 | – | 2,403 | – | 0.12% | – |
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% |