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 | $4,361,482 | -7.6% | 28,351 | -3.2% | 0.69% | -2.5% |
| Q2 2023 | $4,718,638 | +0.4% | 29,274 | -5.4% | 0.71% | -7.2% |
| Q1 2023 | $4,697,936 | +2.6% | 30,956 | -1.9% | 0.76% | -6.4% |
| Q4 2022 | $4,579,893 | +1463.1% | 31,570 | +1285.3% | 0.81% | +1301.7% |
| Q3 2022 | $293,000 | -12.5% | 2,279 | -6.4% | 0.06% | -9.4% |
| Q2 2022 | $335,000 | -92.6% | 2,436 | -91.7% | 0.06% | -93.1% |
| Q1 2022 | $4,546,000 | -20.9% | 29,195 | -20.4% | 0.93% | -19.6% |
| Q4 2021 | $5,747,000 | +14.0% | 36,691 | +5.8% | 1.16% | +2.1% |
| Q3 2021 | $5,041,000 | -0.5% | 34,666 | +1.0% | 1.13% | -5.1% |
| Q2 2021 | $5,068,000 | +3.2% | 34,325 | -1.2% | 1.19% | -13.2% |
| Q1 2021 | $4,909,000 | +6.9% | 34,755 | -3.1% | 1.38% | +1.6% |
| Q4 2020 | $4,593,000 | +33.7% | 35,874 | +17.4% | 1.35% | +9.6% |
| Q3 2020 | $3,436,000 | +169.1% | 30,554 | +159.0% | 1.24% | +145.0% |
| Q2 2020 | $1,277,000 | -30.9% | 11,799 | -38.5% | 0.50% | -49.4% |
| Q1 2020 | $1,847,000 | -44.3% | 19,185 | -24.8% | 1.00% | -57.8% |
| Q4 2019 | $3,318,000 | – | 25,507 | – | 2.36% | – |
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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% |