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 | $1,207,989 | -20.4% | 7,852 | -16.6% | 0.29% | -20.8% |
| Q2 2023 | $1,516,724 | +14.9% | 9,410 | +6.8% | 0.37% | +5.2% |
| Q1 2023 | $1,319,730 | -15.9% | 8,813 | -18.5% | 0.35% | -15.9% |
| Q4 2022 | $1,569,700 | +16.5% | 10,820 | +3.2% | 0.41% | +3.5% |
| Q3 2022 | $1,347,000 | -17.3% | 10,484 | -6.3% | 0.40% | -3.6% |
| Q2 2022 | $1,628,000 | +14.7% | 11,183 | +22.7% | 0.42% | +22.4% |
| Q1 2022 | $1,419,000 | +6.2% | 9,114 | +6.9% | 0.34% | -11.3% |
| Q4 2021 | $1,336,000 | +16.6% | 8,529 | +8.2% | 0.38% | +1.9% |
| Q3 2021 | $1,146,000 | -0.8% | 7,879 | +0.7% | 0.38% | -2.6% |
| Q2 2021 | $1,155,000 | +6.4% | 7,824 | +1.7% | 0.38% | -7.2% |
| Q1 2021 | $1,086,000 | +18.3% | 7,690 | +7.3% | 0.42% | -15.0% |
| Q4 2020 | $918,000 | +11.7% | 7,170 | -1.9% | 0.49% | -4.5% |
| Q3 2020 | $822,000 | +4.6% | 7,312 | +0.7% | 0.51% | -9.9% |
| Q2 2020 | $786,000 | -34.3% | 7,260 | -41.6% | 0.57% | -47.7% |
| Q1 2020 | $1,196,000 | -24.1% | 12,422 | +3.5% | 1.08% | +6.0% |
| Q4 2019 | $1,576,000 | +14.5% | 11,998 | +3.9% | 1.02% | +9.5% |
| Q3 2019 | $1,376,000 | +19.7% | 11,546 | +17.0% | 0.94% | +26.5% |
| Q2 2019 | $1,150,000 | +3.4% | 9,869 | -0.6% | 0.74% | +0.8% |
| Q1 2019 | $1,112,000 | +6.4% | 9,927 | -3.9% | 0.73% | -17.6% |
| Q4 2018 | $1,045,000 | -16.5% | 10,328 | -4.5% | 0.89% | -7.3% |
| Q3 2018 | $1,252,000 | +5.5% | 10,812 | +0.3% | 0.96% | +14.6% |
| Q2 2018 | $1,187,000 | – | 10,779 | – | 0.84% | – |
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% |