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 | $14,221,192 | -1.7% | 92,441 | +3.0% | 0.92% | +4.4% |
| Q2 2023 | $14,468,164 | +10.1% | 89,758 | +3.6% | 0.88% | +3.6% |
| Q1 2023 | $13,146,498 | -5.5% | 86,627 | -9.7% | 0.85% | -13.3% |
| Q4 2022 | $13,913,107 | +97969.4% | 95,906 | -13.1% | 0.98% | -11.5% |
| Q3 2022 | $14,187 | +0.4% | 110,385 | +7.4% | 1.11% | -0.7% |
| Q2 2022 | $14,128 | -8.8% | 102,776 | +3.3% | 1.12% | +6.7% |
| Q1 2022 | $15,488 | +26.1% | 99,460 | +26.8% | 1.05% | +10.0% |
| Q4 2021 | $12,287 | +17.9% | 78,444 | +9.4% | 0.95% | -6.5% |
| Q3 2021 | $10,424 | +34.5% | 71,682 | +36.5% | 1.02% | +10.5% |
| Q2 2021 | $7,751 | +4.3% | 52,499 | -0.3% | 0.92% | -20.3% |
| Q1 2021 | $7,435 | +13.5% | 52,641 | +2.8% | 1.16% | -11.4% |
| Q4 2020 | $6,553 | +11.7% | 51,191 | -1.9% | 1.30% | -6.9% |
| Q3 2020 | $5,866 | -99.9% | 52,170 | +0.1% | 1.40% | -2.4% |
| Q2 2020 | $5,641,000 | +10.5% | 52,127 | -1.7% | 1.44% | +9.0% |
| Q1 2020 | $5,104,000 | -36.7% | 53,032 | -14.4% | 1.32% | -33.3% |
| Q4 2019 | $8,059,000 | +8.5% | 61,953 | -0.6% | 1.98% | +4.6% |
| Q3 2019 | $7,426,000 | +301.8% | 62,330 | +293.1% | 1.89% | +235.5% |
| Q2 2019 | $1,848,000 | -6.0% | 15,856 | -9.1% | 0.56% | -22.0% |
| Q1 2019 | $1,967,000 | +9.7% | 17,447 | -1.6% | 0.72% | -30.8% |
| Q4 2018 | $1,793,000 | – | 17,727 | – | 1.04% | – |
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% |