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 | $8,383,818 | +2.4% | 54,497 | +7.2% | 3.15% | +4.2% |
| Q2 2023 | $8,191,192 | +16.4% | 50,817 | +9.6% | 3.02% | +11.4% |
| Q1 2023 | $7,036,656 | +13.5% | 46,367 | +8.5% | 2.72% | +4.7% |
| Q4 2022 | $6,201,597 | +15.7% | 42,749 | +2.5% | 2.59% | +6.0% |
| Q3 2022 | $5,361,000 | -3.6% | 41,716 | +3.1% | 2.45% | +0.1% |
| Q2 2022 | $5,563,000 | -15.5% | 40,468 | -4.3% | 2.44% | -5.4% |
| Q1 2022 | $6,583,000 | +2.7% | 42,276 | +3.3% | 2.58% | +5.6% |
| Q4 2021 | $6,409,000 | +14.7% | 40,921 | +6.5% | 2.45% | -2.0% |
| Q3 2021 | $5,590,000 | +4.2% | 38,441 | +6.0% | 2.50% | +1.8% |
| Q2 2021 | $5,365,000 | +11.7% | 36,265 | +6.7% | 2.45% | +0.2% |
| Q1 2021 | $4,802,000 | +15.9% | 33,996 | +5.1% | 2.45% | +10.5% |
| Q4 2020 | $4,143,000 | +14.4% | 32,359 | +3.9% | 2.22% | +5.1% |
| Q3 2020 | $3,622,000 | +16.1% | 31,133 | +6.5% | 2.11% | +5.6% |
| Q2 2020 | $3,120,000 | +44.7% | 29,223 | +30.4% | 2.00% | +20.4% |
| Q1 2020 | $2,156,000 | -73.0% | 22,404 | -63.6% | 1.66% | -70.8% |
| Q4 2019 | $7,985,000 | – | 61,482 | – | 5.68% | – |
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% |