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 | $2,896,807 | -5.0% | 18,830 | -0.4% | 0.74% | -4.3% |
| Q2 2023 | $3,048,748 | +5.8% | 18,914 | -0.4% | 0.77% | +2.1% |
| Q1 2023 | $2,882,529 | -5.2% | 18,994 | -9.3% | 0.76% | -14.0% |
| Q4 2022 | $3,039,652 | +1.0% | 20,953 | -10.6% | 0.88% | -7.7% |
| Q3 2022 | $3,011,000 | -6.9% | 23,427 | -0.4% | 0.96% | -4.4% |
| Q2 2022 | $3,233,000 | -15.7% | 23,523 | -4.5% | 1.00% | -26.5% |
| Q1 2022 | $3,836,000 | -2.5% | 24,631 | -1.9% | 1.36% | +6.1% |
| Q4 2021 | $3,934,000 | +4.8% | 25,116 | -2.7% | 1.28% | -13.8% |
| Q3 2021 | $3,755,000 | -1.6% | 25,819 | -0.1% | 1.49% | -11.3% |
| Q2 2021 | $3,815,000 | +4.0% | 25,841 | -0.5% | 1.68% | -22.8% |
| Q1 2021 | $3,668,000 | +9.8% | 25,973 | -0.5% | 2.17% | -16.8% |
| Q4 2020 | $3,342,000 | +6.2% | 26,103 | -6.7% | 2.61% | -7.4% |
| Q3 2020 | $3,146,000 | -9.0% | 27,980 | -12.4% | 2.82% | -10.8% |
| Q2 2020 | $3,457,000 | +12.3% | 31,946 | -0.1% | 3.16% | -4.9% |
| Q1 2020 | $3,078,000 | +47.5% | 31,980 | +99.4% | 3.32% | +74.2% |
| Q4 2019 | $2,087,000 | +9.3% | 16,040 | +0.1% | 1.90% | +2.6% |
| Q3 2019 | $1,909,000 | -7.0% | 16,023 | -6.6% | 1.86% | -6.3% |
| Q2 2019 | $2,053,000 | +2.4% | 17,159 | -3.5% | 1.98% | -1.0% |
| Q1 2019 | $2,004,000 | +10.7% | 17,780 | -0.7% | 2.00% | -1.1% |
| Q4 2018 | $1,811,000 | – | 17,905 | – | 2.02% | – |
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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% |