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 | $1,424,405 | -4.6% | 9,259 | 0.0% | 0.13% | +4.0% |
| Q2 2023 | $1,492,459 | +6.2% | 9,259 | 0.0% | 0.13% | +1.6% |
| Q1 2023 | $1,405,146 | -4.8% | 9,259 | -3.1% | 0.12% | -3.1% |
| Q4 2022 | $1,476,483 | +16.5% | 9,559 | -3.0% | 0.13% | -2.3% |
| Q3 2022 | $1,267,000 | -6.5% | 9,859 | 0.0% | 0.13% | -0.8% |
| Q2 2022 | $1,355,000 | -11.7% | 9,859 | 0.0% | 0.13% | -0.8% |
| Q1 2022 | $1,535,000 | +0.9% | 9,859 | +1.5% | 0.13% | +3.1% |
| Q4 2021 | $1,521,000 | +7.7% | 9,715 | 0.0% | 0.13% | +1.6% |
| Q3 2021 | $1,412,000 | -1.7% | 9,715 | -0.2% | 0.13% | -4.5% |
| Q2 2021 | $1,436,000 | +4.5% | 9,733 | 0.0% | 0.13% | -2.2% |
| Q1 2021 | $1,374,000 | +408.9% | 9,733 | +361.3% | 0.14% | +231.7% |
| Q4 2020 | $270,000 | -75.8% | 2,110 | -78.8% | 0.04% | -69.2% |
| Q3 2020 | $1,118,000 | -99.9% | 9,943 | -5.1% | 0.13% | -7.0% |
| Q2 2020 | $1,133,283,000 | +112328.9% | 10,473 | 0.0% | 0.14% | -6.5% |
| Q1 2020 | $1,008,000 | -26.8% | 10,473 | -1.1% | 0.15% | -14.0% |
| Q4 2019 | $1,377,000 | +8.8% | 10,591 | -2.2% | 0.18% | +1.7% |
| Q3 2019 | $1,266,000 | -0.1% | 10,826 | -0.4% | 0.18% | -1.1% |
| Q2 2019 | $1,267,000 | -0.6% | 10,871 | -3.9% | 0.18% | -5.9% |
| Q1 2019 | $1,275,000 | – | 11,311 | – | 0.19% | – |
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% |