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 | $2,126 | -4.0% | 13,742 | 0.0% | 0.51% | -4.1% |
| Q2 2023 | $2,215 | +6.2% | 13,742 | 0.0% | 0.53% | -0.9% |
| Q1 2023 | $2,085 | +4.6% | 13,742 | 0.0% | 0.54% | -0.2% |
| Q4 2022 | $1,994 | -99.9% | 13,742 | 0.0% | 0.54% | +1.5% |
| Q3 2022 | $1,766,000 | -6.5% | 13,742 | 0.0% | 0.53% | -0.4% |
| Q2 2022 | $1,889,000 | -11.7% | 13,742 | 0.0% | 0.53% | -15.9% |
| Q1 2022 | $2,140,000 | -0.6% | 13,742 | 0.0% | 0.64% | +9.7% |
| Q4 2021 | $2,152,000 | +7.7% | 13,742 | 0.0% | 0.58% | +2.5% |
| Q3 2021 | $1,998,000 | -1.5% | 13,742 | 0.0% | 0.56% | +3.3% |
| Q2 2021 | $2,029,000 | +4.5% | 13,742 | 0.0% | 0.55% | -6.7% |
| Q1 2021 | $1,941,000 | -30.1% | 13,742 | -36.6% | 0.59% | -36.3% |
| Q4 2020 | $2,776,000 | +13.9% | 21,685 | 0.0% | 0.92% | -6.6% |
| Q3 2020 | $2,438,000 | +3.9% | 21,685 | 0.0% | 0.98% | -4.1% |
| Q2 2020 | $2,347,000 | +12.5% | 21,685 | 0.0% | 1.03% | +12.6% |
| Q1 2020 | $2,087,000 | -26.0% | 21,685 | 0.0% | 0.91% | -33.2% |
| Q4 2019 | $2,821,000 | +9.2% | 21,685 | 0.0% | 1.37% | -3.0% |
| Q3 2019 | $2,584,000 | +1.7% | 21,685 | -0.5% | 1.41% | -19.5% |
| Q2 2019 | $2,540,000 | -1.1% | 21,790 | -4.4% | 1.75% | -1.6% |
| Q1 2019 | $2,569,000 | +11.5% | 22,790 | 0.0% | 1.78% | +31.1% |
| Q4 2018 | $2,305,000 | – | 22,790 | – | 1.36% | – |
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% |