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 | $298,603 | -4.6% | 1,941 | 0.0% | 0.03% | -3.0% |
Q2 2023 | $312,870 | +6.2% | 1,941 | 0.0% | 0.03% | 0.0% |
Q1 2023 | $294,566 | +35.1% | 1,941 | +29.1% | 0.03% | +32.0% |
Q4 2022 | $218,040 | -30.3% | 1,503 | -38.2% | 0.02% | -40.5% |
Q3 2022 | $313,000 | -6.6% | 2,434 | 0.0% | 0.04% | 0.0% |
Q2 2022 | $335,000 | -22.6% | 2,434 | -12.5% | 0.04% | -10.6% |
Q1 2022 | $433,000 | -88.6% | 2,781 | -88.5% | 0.05% | -88.1% |
Q4 2021 | $3,798,000 | +840.1% | 24,250 | +772.0% | 0.40% | +758.7% |
Q3 2021 | $404,000 | -75.8% | 2,781 | -78.7% | 0.05% | -80.3% |
Q4 2020 | $1,668,000 | – | 13,033 | – | 0.23% | – |
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% |