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 | $627,434 | -5.6% | 4,078 | -1.1% | 0.16% | +3.8% |
Q2 2023 | $664,825 | +4.1% | 4,124 | -2.0% | 0.16% | -3.7% |
Q1 2023 | $638,901 | +8.2% | 4,210 | +3.4% | 0.16% | -1.2% |
Q4 2022 | $590,743 | +184.0% | 4,072 | +189.2% | 0.17% | +176.7% |
Q2 2021 | $208,000 | -19.4% | 1,408 | -36.5% | 0.06% | -49.6% |
Q2 2019 | $258,000 | +4.0% | 2,217 | +0.6% | 0.12% | -1.7% |
Q1 2019 | $248,000 | +6.4% | 2,204 | -4.5% | 0.12% | -14.2% |
Q4 2018 | $233,000 | – | 2,307 | – | 0.14% | – |
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% |