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 | $6,869 | -7.2% | 44,648 | -2.7% | 2.91% | -2.9% |
| Q2 2023 | $7,400 | +4.9% | 45,910 | -1.2% | 3.00% | -2.2% |
| Q1 2023 | $7,055 | +3.4% | 46,485 | -1.2% | 3.07% | -4.1% |
| Q4 2022 | $6,826 | -99.9% | 47,056 | -4.1% | 3.20% | -4.5% |
| Q3 2022 | $6,309,000 | -6.5% | 49,089 | 0.0% | 3.35% | -2.6% |
| Q2 2022 | $6,748,000 | -12.0% | 49,089 | -0.3% | 3.44% | -1.9% |
| Q1 2022 | $7,667,000 | -1.7% | 49,237 | -1.1% | 3.51% | +2.5% |
| Q4 2021 | $7,801,000 | +6.5% | 49,806 | -1.1% | 3.42% | -2.0% |
| Q3 2021 | $7,326,000 | -3.2% | 50,377 | -1.7% | 3.50% | -1.9% |
| Q2 2021 | $7,565,000 | +3.4% | 51,240 | -1.1% | 3.56% | -17.2% |
| Q1 2021 | $7,319,000 | +10.1% | 51,820 | -0.2% | 4.30% | -0.4% |
| Q4 2020 | $6,645,000 | +12.2% | 51,908 | -1.4% | 4.32% | -3.0% |
| Q3 2020 | $5,920,000 | +31.9% | 52,649 | +26.9% | 4.45% | +22.7% |
| Q2 2020 | $4,489,000 | -34.4% | 41,483 | -41.7% | 3.63% | -46.7% |
| Q1 2020 | $6,847,000 | -20.3% | 71,136 | +7.7% | 6.81% | +7.5% |
| Q4 2019 | $8,596,000 | +10.6% | 66,078 | +1.3% | 6.33% | +2.4% |
| Q3 2019 | $7,773,000 | +6.6% | 65,241 | +4.2% | 6.18% | +6.0% |
| Q2 2019 | $7,295,000 | +75.8% | 62,583 | +70.0% | 5.83% | +65.5% |
| Q1 2019 | $4,150,000 | -55.3% | 36,807 | -59.9% | 3.52% | -60.0% |
| Q4 2018 | $9,282,000 | -42.2% | 91,772 | -33.8% | 8.80% | -30.7% |
| Q3 2018 | $16,061,000 | -20.5% | 138,648 | -24.4% | 12.71% | -24.8% |
| Q2 2018 | $20,202,000 | +50.8% | 183,436 | +49.7% | 16.91% | +44.9% |
| Q1 2018 | $13,396,000 | -6.4% | 122,518 | -2.2% | 11.67% | -7.8% |
| Q4 2017 | $14,312,000 | – | 125,281 | – | 12.66% | – |
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% |