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 | $384 | -99.9% | 2,497 | -4.2% | 0.10% | -7.7% |
| Q2 2023 | $420,197 | +4.9% | 2,607 | -1.2% | 0.10% | +25.3% |
| Q1 2023 | $400,458 | +17.1% | 2,639 | -0.9% | 0.08% | -8.8% |
| Q3 2022 | $342,000 | -6.8% | 2,664 | -0.3% | 0.09% | -38.9% |
| Q2 2022 | $367,000 | -17.2% | 2,671 | -6.3% | 0.15% | -6.9% |
| Q1 2022 | $443,000 | +109.0% | 2,850 | +110.0% | 0.16% | +1677.8% |
| Q4 2021 | $212,000 | +6.5% | 1,357 | -0.9% | 0.01% | -87.3% |
| Q3 2021 | $199,000 | -1.0% | 1,370 | +0.4% | 0.07% | -9.0% |
| Q2 2021 | $201,000 | +16.9% | 1,365 | +0.7% | 0.08% | -7.1% |
| Q1 2021 | $172,000 | 0.0% | 1,356 | 0.0% | 0.08% | 0.0% |
| Q4 2020 | $172,000 | +13.2% | 1,356 | +0.4% | 0.08% | -6.7% |
| Q3 2020 | $152,000 | +237.8% | 1,351 | +227.1% | 0.09% | +181.2% |
| Q2 2020 | $45,000 | +7.1% | 413 | -4.6% | 0.03% | -13.5% |
| Q1 2020 | $42,000 | -59.2% | 433 | -45.1% | 0.04% | -54.3% |
| Q4 2019 | $103,000 | +10.8% | 788 | +1.3% | 0.08% | -8.0% |
| Q3 2019 | $93,000 | -4.1% | 778 | -6.4% | 0.09% | +3.5% |
| Q2 2019 | $97,000 | -17.1% | 831 | -20.3% | 0.08% | -3.4% |
| Q1 2019 | $117,000 | -49.1% | 1,043 | -54.2% | 0.09% | -48.8% |
| Q4 2018 | $230,000 | – | 2,277 | – | 0.17% | – |
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% |