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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $963,000 | +13.8% | 7,521 | -0.1% | 2.16% | -1.1% |
| Q3 2020 | $846,000 | +8.9% | 7,526 | +4.8% | 2.18% | +16.8% |
| Q2 2020 | $777,000 | -85.4% | 7,182 | -87.1% | 1.87% | -70.9% |
| Q1 2020 | $5,339,000 | -25.7% | 55,480 | +0.5% | 6.42% | -8.0% |
| Q4 2019 | $7,184,000 | +3.2% | 55,222 | -5.5% | 6.98% | -5.0% |
| Q3 2019 | $6,960,000 | -1.5% | 58,415 | -3.7% | 7.34% | +5.3% |
| Q2 2019 | $7,069,000 | +6.1% | 60,645 | +2.6% | 6.97% | -3.0% |
| Q1 2019 | $6,664,000 | -17.7% | 59,114 | -26.2% | 7.19% | -26.2% |
| Q4 2018 | $8,101,000 | -12.5% | 80,098 | +0.2% | 9.74% | +3.8% |
| Q3 2018 | $9,261,000 | +4.0% | 79,947 | -1.2% | 9.38% | +1.4% |
| Q2 2018 | $8,908,000 | +2.5% | 80,894 | +1.8% | 9.25% | +15.2% |
| Q1 2018 | $8,692,000 | -6.6% | 79,493 | -2.4% | 8.03% | -5.6% |
| Q4 2017 | $9,303,000 | – | 81,434 | – | 8.51% | – |
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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% |