ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 24 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $692,280 | -6.6% | 4,500 | -2.2% | 0.20% | +3.0% |
| Q2 2023 | $741,474 | +6.2% | 4,600 | 0.0% | 0.20% | +2.1% |
| Q1 2023 | $698,096 | -13.9% | 4,600 | -17.7% | 0.19% | -14.9% |
| Q4 2022 | $810,506 | +21.3% | 5,587 | +7.4% | 0.23% | +9.6% |
| Q3 2022 | $668,000 | -6.6% | 5,200 | 0.0% | 0.21% | -4.6% |
| Q2 2022 | $715,000 | -11.7% | 5,200 | 0.0% | 0.22% | +3.3% |
| Q1 2022 | $810,000 | -0.5% | 5,200 | 0.0% | 0.21% | +6.6% |
| Q4 2021 | $814,000 | -9.8% | 5,200 | -16.1% | 0.20% | -16.5% |
| Q3 2021 | $902,000 | -2.8% | 6,200 | -1.4% | 0.24% | -6.0% |
| Q2 2021 | $928,000 | +4.5% | 6,287 | 0.0% | 0.25% | -15.7% |
| Q1 2021 | $888,000 | +10.3% | 6,287 | 0.0% | 0.30% | +0.3% |
| Q4 2020 | $805,000 | +13.9% | 6,287 | 0.0% | 0.30% | +3.1% |
| Q3 2020 | $707,000 | +4.0% | 6,287 | 0.0% | 0.29% | -5.9% |
| Q2 2020 | $680,000 | +12.4% | 6,287 | 0.0% | 0.31% | -6.1% |
| Q1 2020 | $605,000 | -26.0% | 6,287 | 0.0% | 0.33% | -4.4% |
| Q4 2019 | $818,000 | +9.2% | 6,287 | 0.0% | 0.34% | +4.0% |
| Q3 2019 | $749,000 | +2.2% | 6,287 | 0.0% | 0.33% | +0.3% |
| Q2 2019 | $733,000 | +3.4% | 6,287 | 0.0% | 0.33% | +1.5% |
| Q1 2019 | $709,000 | +11.5% | 6,287 | 0.0% | 0.32% | +1.3% |
| Q4 2018 | $636,000 | – | 6,287 | – | 0.32% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 416,733 | $63,243,401 | 23.53% |
| LPWM LLC | 249,212 | $37,820,405 | 18.18% |
| Foundation Wealth Management, LLC | 106,963 | $16,232,678 | 16.71% |
| Halpern Financial, Inc. | 272,735 | $41,390,269 | 14.88% |
| MMA ASSET MANAGEMENT LLC | 124,393 | $18,877,872 | 13.50% |
| Praetorian Wealth Management, Inc. | 253,861 | $38,525,945 | 12.52% |
| Powell Investment Advisors, LLC | 145,268 | $22,045,870 | 12.27% |
| FINANCIAL LIFE ADVISORS | 175,008 | $26,559,189 | 11.42% |
| Frank, Rimerman Advisors LLC | 269,955 | $40,968,371 | 11.32% |
| INSTRUMENTAL WEALTH, LLC | 54,666 | $8,253,518 | 10.90% |