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 | $4,498,897 | -5.5% | 29,244 | -0.9% | 1.54% | -0.9% |
| Q2 2023 | $4,758,974 | +4.8% | 29,524 | -1.3% | 1.55% | +1.1% |
| Q1 2023 | $4,540,507 | +4.3% | 29,919 | -0.3% | 1.54% | +14.3% |
| Q4 2022 | $4,351,230 | +1.7% | 29,994 | -9.9% | 1.34% | -8.8% |
| Q3 2022 | $4,277,000 | -7.0% | 33,280 | -0.5% | 1.47% | -23.0% |
| Q2 2022 | $4,597,000 | -11.7% | 33,440 | 0.0% | 1.91% | -1.8% |
| Q1 2022 | $5,207,000 | +1.0% | 33,440 | -0.1% | 1.95% | +5.9% |
| Q4 2021 | $5,156,000 | +3.5% | 33,472 | -0.4% | 1.84% | -6.5% |
| Q1 2021 | $4,982,000 | +11.2% | 33,599 | 0.0% | 1.97% | +5.6% |
| Q4 2020 | $4,482,000 | +18.5% | 33,599 | 0.0% | 1.86% | +27.3% |
| Q3 2020 | $3,782,000 | +4.0% | 33,599 | -0.1% | 1.46% | +33.6% |
| Q2 2020 | $3,638,000 | +14.9% | 33,619 | -1.5% | 1.09% | +3.6% |
| Q1 2020 | $3,165,000 | -35.3% | 34,126 | -8.5% | 1.06% | -23.7% |
| Q4 2019 | $4,894,000 | +4.0% | 37,290 | -0.2% | 1.38% | +3.0% |
| Q3 2019 | $4,704,000 | +7.7% | 37,354 | -0.3% | 1.34% | +4.4% |
| Q2 2019 | $4,369,000 | +3.6% | 37,481 | +0.2% | 1.29% | -1.8% |
| Q1 2019 | $4,217,000 | +23.9% | 37,408 | +11.2% | 1.31% | -31.5% |
| Q4 2018 | $3,403,000 | -2.5% | 33,644 | +0.1% | 1.91% | -1.3% |
| Q3 2018 | $3,490,000 | +3.0% | 33,616 | +9.2% | 1.94% | -2.6% |
| Q2 2018 | $3,389,000 | -0.3% | 30,775 | -1.0% | 1.99% | +0.3% |
| Q1 2018 | $3,398,000 | -4.3% | 31,075 | 0.0% | 1.98% | -3.3% |
| Q4 2017 | $3,550,000 | – | 31,075 | – | 2.05% | – |
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% |