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 | $6,609,638 | -2.6% | 42,964 | +2.0% | 0.34% | -4.2% |
| Q2 2023 | $6,786,305 | +5.8% | 42,101 | -0.4% | 0.36% | -8.7% |
| Q1 2023 | $6,412,521 | +5.5% | 42,254 | +0.8% | 0.39% | +5.7% |
| Q4 2022 | $6,080,494 | +13.3% | 41,914 | +0.4% | 0.37% | -0.5% |
| Q3 2022 | $5,366,000 | -14.4% | 41,753 | -7.3% | 0.37% | +19.4% |
| Q2 2022 | $6,268,000 | -10.6% | 45,027 | +0.0% | 0.31% | +3.0% |
| Q1 2022 | $7,010,000 | -2.5% | 45,020 | -1.9% | 0.30% | +9.9% |
| Q4 2021 | $7,190,000 | +9.0% | 45,905 | +2.6% | 0.27% | +8.3% |
| Q3 2021 | $6,594,000 | -25.0% | 44,735 | -24.2% | 0.25% | -26.2% |
| Q2 2021 | $8,787,000 | -4.1% | 59,025 | -5.7% | 0.34% | +34.0% |
| Q1 2021 | $9,166,000 | +9.3% | 62,616 | -0.7% | 0.26% | -24.0% |
| Q4 2020 | $8,386,000 | +84.6% | 63,061 | +53.6% | 0.34% | +42.8% |
| Q3 2020 | $4,544,000 | +12.9% | 41,059 | +7.3% | 0.24% | +5.4% |
| Q2 2020 | $4,024,000 | +8.7% | 38,252 | -1.6% | 0.22% | -10.0% |
| Q1 2020 | $3,702,000 | -26.8% | 38,862 | -0.0% | 0.25% | -7.8% |
| Q4 2019 | $5,060,000 | +9.4% | 38,863 | -0.4% | 0.27% | -2.2% |
| Q3 2019 | $4,625,000 | +1.6% | 39,021 | -0.0% | 0.28% | -2.1% |
| Q2 2019 | $4,550,000 | +14.8% | 39,034 | +11.0% | 0.28% | +7.6% |
| Q1 2019 | $3,964,000 | +10.9% | 35,163 | -1.3% | 0.26% | -0.8% |
| Q4 2018 | $3,575,000 | -13.4% | 35,618 | -0.0% | 0.26% | -4.0% |
| Q3 2018 | $4,127,000 | +3.7% | 35,628 | -1.4% | 0.28% | -11.3% |
| Q2 2018 | $3,981,000 | +5.4% | 36,149 | +4.6% | 0.31% | -6.1% |
| Q1 2018 | $3,778,000 | -7.2% | 34,559 | -3.0% | 0.33% | -9.3% |
| Q4 2017 | $4,070,000 | +11.0% | 35,630 | +4.8% | 0.36% | 0.0% |
| Q3 2017 | $3,668,000 | +3.2% | 33,996 | +0.4% | 0.36% | 0.0% |
| Q2 2017 | $3,553,000 | +4.5% | 33,859 | +3.6% | 0.36% | +2.8% |
| Q1 2017 | $3,401,000 | +3.6% | 32,691 | +0.9% | 0.35% | -18.2% |
| Q4 2016 | $3,284,000 | +12.9% | 32,399 | +5.7% | 0.43% | +10.5% |
| Q3 2016 | $2,909,000 | +11.0% | 30,640 | +8.6% | 0.39% | +3.2% |
| Q2 2016 | $2,621,000 | +18.0% | 28,212 | +14.6% | 0.38% | +11.8% |
| Q1 2016 | $2,221,000 | – | 24,612 | – | 0.34% | – |
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% |