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 | $2,477,897 | -5.4% | 16,086 | -1.0% | 1.29% | -1.3% |
| Q2 2023 | $2,620,317 | +7.0% | 16,256 | +0.8% | 1.31% | +2.8% |
| Q1 2023 | $2,447,863 | -7.0% | 16,130 | -11.1% | 1.27% | -12.6% |
| Q4 2022 | $2,631,741 | -17.1% | 18,141 | -26.5% | 1.45% | -38.2% |
| Q3 2022 | $3,173,000 | -5.0% | 24,691 | +1.6% | 2.35% | +7.7% |
| Q2 2022 | $3,341,000 | -7.6% | 24,308 | +4.7% | 2.18% | +14.4% |
| Q1 2022 | $3,617,000 | +0.4% | 23,226 | +1.0% | 1.91% | -0.1% |
| Q4 2021 | $3,602,000 | +5.7% | 22,999 | -1.9% | 1.91% | -6.9% |
| Q3 2021 | $3,409,000 | -0.8% | 23,443 | +0.7% | 2.05% | -8.1% |
| Q2 2021 | $3,438,000 | +24.8% | 23,284 | +19.4% | 2.23% | +14.5% |
| Q1 2021 | $2,754,000 | +7.7% | 19,495 | -2.4% | 1.95% | +4.7% |
| Q4 2020 | $2,557,000 | +17.1% | 19,976 | +2.9% | 1.86% | +7.6% |
| Q3 2020 | $2,183,000 | +6.3% | 19,415 | +2.3% | 1.73% | -0.6% |
| Q2 2020 | $2,054,000 | +14.9% | 18,979 | +2.2% | 1.74% | -8.1% |
| Q1 2020 | $1,788,000 | -22.2% | 18,577 | +5.1% | 1.89% | -4.9% |
| Q4 2019 | $2,299,000 | +13.1% | 17,670 | +3.6% | 1.99% | +3.4% |
| Q3 2019 | $2,033,000 | +1.5% | 17,063 | +0.4% | 1.92% | +4.7% |
| Q2 2019 | $2,003,000 | -4.1% | 17,001 | -8.2% | 1.84% | +1.2% |
| Q1 2019 | $2,088,000 | +14.5% | 18,519 | +2.8% | 1.81% | +5.7% |
| Q4 2018 | $1,823,000 | -7.3% | 18,020 | +6.2% | 1.72% | +11.5% |
| Q3 2018 | $1,966,000 | +7.3% | 16,970 | +2.0% | 1.54% | +3.4% |
| Q2 2018 | $1,832,000 | +0.3% | 16,635 | -0.5% | 1.49% | -2.6% |
| Q1 2018 | $1,827,000 | -6.1% | 16,711 | -1.9% | 1.53% | -8.2% |
| Q4 2017 | $1,946,000 | – | 17,032 | – | 1.66% | – |
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% |