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 | $600,379 | -4.6% | 3,903 | 0.0% | 0.39% | -1.8% |
| Q2 2023 | $629,063 | -7.5% | 3,903 | -12.9% | 0.39% | -7.1% |
| Q1 2023 | $680,399 | +4.6% | 4,483 | 0.0% | 0.42% | +3.7% |
| Q4 2022 | $650,379 | +2.9% | 4,483 | -8.8% | 0.41% | -7.1% |
| Q3 2022 | $632,000 | -7.1% | 4,917 | -0.6% | 0.44% | -0.2% |
| Q2 2022 | $680,000 | -12.3% | 4,946 | -0.7% | 0.44% | +5.8% |
| Q1 2022 | $775,000 | +4.0% | 4,979 | +4.6% | 0.42% | +4.8% |
| Q4 2021 | $745,000 | +2.3% | 4,758 | -4.9% | 0.40% | -5.7% |
| Q3 2021 | $728,000 | -1.5% | 5,003 | 0.0% | 0.42% | +1.9% |
| Q2 2021 | $739,000 | +8.2% | 5,003 | +3.5% | 0.41% | +3.8% |
| Q1 2021 | $683,000 | +3.3% | 4,833 | -6.4% | 0.40% | -9.5% |
| Q4 2020 | $661,000 | -5.2% | 5,161 | -16.7% | 0.44% | -13.7% |
| Q3 2020 | $697,000 | -52.2% | 6,196 | -54.0% | 0.51% | -52.5% |
| Q2 2020 | $1,457,000 | +10.5% | 13,466 | -1.6% | 1.07% | -7.8% |
| Q1 2020 | $1,318,000 | -30.2% | 13,690 | -5.7% | 1.16% | -7.3% |
| Q4 2019 | $1,889,000 | +17.9% | 14,521 | +8.0% | 1.26% | +10.7% |
| Q3 2019 | $1,602,000 | +0.1% | 13,448 | -2.0% | 1.14% | -0.4% |
| Q2 2019 | $1,600,000 | -3.0% | 13,729 | -6.1% | 1.14% | +0.5% |
| Q1 2019 | $1,649,000 | +10.8% | 14,625 | -0.6% | 1.13% | -0.3% |
| Q4 2018 | $1,488,000 | -7.3% | 14,712 | +6.2% | 1.14% | +0.2% |
| Q3 2018 | $1,605,000 | +8.9% | 13,853 | +3.5% | 1.13% | +3.0% |
| Q2 2018 | $1,474,000 | +0.5% | 13,385 | -0.3% | 1.10% | -3.3% |
| Q1 2018 | $1,467,000 | -3.0% | 13,420 | +1.3% | 1.14% | +1.2% |
| Q4 2017 | $1,513,000 | – | 13,248 | – | 1.12% | – |
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% |