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 | $472,612 | -4.6% | 3,072 | 0.0% | 0.28% | +0.7% |
| Q2 2023 | $495,192 | +2.8% | 3,072 | -3.2% | 0.28% | +1.1% |
| Q1 2023 | $481,739 | +4.7% | 3,174 | +0.1% | 0.28% | +4.2% |
| Q4 2022 | $459,964 | +12.5% | 3,171 | -0.4% | 0.26% | +7.3% |
| Q3 2022 | $409,000 | -6.6% | 3,185 | 0.0% | 0.25% | -5.7% |
| Q2 2022 | $438,000 | -12.2% | 3,185 | -0.5% | 0.26% | +5.6% |
| Q1 2022 | $499,000 | -3.7% | 3,202 | -3.2% | 0.25% | +1.2% |
| Q4 2021 | $518,000 | +7.9% | 3,309 | +0.3% | 0.24% | +2.5% |
| Q3 2021 | $480,000 | -18.4% | 3,300 | -17.2% | 0.24% | -18.2% |
| Q2 2021 | $588,000 | +4.4% | 3,985 | 0.0% | 0.29% | +8.1% |
| Q1 2021 | $563,000 | +8.9% | 3,985 | -1.2% | 0.27% | +4.2% |
| Q4 2020 | $517,000 | +48.6% | 4,035 | +30.4% | 0.26% | +34.2% |
| Q3 2020 | $348,000 | +2.7% | 3,095 | -1.3% | 0.19% | -8.5% |
| Q2 2020 | $339,000 | +12.3% | 3,135 | 0.0% | 0.21% | -11.7% |
| Q1 2020 | $302,000 | -26.0% | 3,135 | 0.0% | 0.24% | -11.5% |
| Q4 2019 | $408,000 | +7.9% | 3,135 | -1.3% | 0.27% | +5.1% |
| Q3 2019 | $378,000 | +0.3% | 3,175 | 0.0% | 0.26% | -2.7% |
| Q2 2019 | $377,000 | +2.4% | 3,175 | -2.8% | 0.26% | +2.7% |
| Q1 2019 | $368,000 | +10.8% | 3,265 | -0.6% | 0.26% | -3.4% |
| Q4 2018 | $332,000 | -13.3% | 3,285 | -0.8% | 0.27% | -16.4% |
| Q3 2018 | $383,000 | +4.9% | 3,310 | 0.0% | 0.32% | -7.3% |
| Q2 2018 | $365,000 | -12.0% | 3,310 | -12.8% | 0.34% | -25.4% |
| Q1 2018 | $415,000 | -4.4% | 3,795 | 0.0% | 0.46% | -19.9% |
| Q4 2017 | $434,000 | – | 3,795 | – | 0.57% | – |
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% |