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 | $329,012 | -4.2% | 2,139 | +0.3% | 0.02% | -19.4% |
| Q2 2023 | $343,603 | +5.7% | 2,132 | -0.5% | 0.03% | +47.6% |
| Q1 2023 | $325,222 | +48.5% | 2,143 | +52.6% | 0.02% | -12.5% |
| Q1 2022 | $219,000 | +4.8% | 1,404 | -0.6% | 0.02% | -17.2% |
| Q2 2021 | $209,000 | -3.2% | 1,413 | -16.1% | 0.03% | -35.6% |
| Q4 2020 | $216,000 | -31.2% | 1,685 | -42.0% | 0.04% | -45.1% |
| Q2 2020 | $314,000 | +1.0% | 2,903 | -10.4% | 0.08% | -22.6% |
| Q1 2020 | $311,000 | +18.3% | 3,241 | +60.1% | 0.11% | +53.6% |
| Q4 2019 | $263,000 | +16.4% | 2,024 | +6.6% | 0.07% | +6.2% |
| Q3 2019 | $226,000 | +18.9% | 1,898 | +0.7% | 0.06% | -19.8% |
| Q4 2018 | $190,000 | +104.3% | 1,884 | +120.9% | 0.08% | +88.4% |
| Q1 2018 | $93,000 | -34.5% | 853 | -31.2% | 0.04% | -34.8% |
| Q4 2017 | $142,000 | – | 1,240 | – | 0.07% | – |
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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% |