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% | – |
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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% |