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 | $509,363 | -4.6% | 3,311 | 0.0% | 0.09% | -2.1% |
| Q2 2023 | $533,699 | +6.2% | 3,311 | 0.0% | 0.09% | +1.1% |
| Q1 2023 | $502,478 | +4.6% | 3,311 | 0.0% | 0.09% | -52.3% |
| Q4 2022 | $480,327 | +12.8% | 3,311 | 0.0% | 0.20% | +1.0% |
| Q3 2022 | $426,000 | +16.7% | 3,311 | +24.5% | 0.19% | +35.0% |
| Q2 2022 | $365,000 | -11.6% | 2,659 | 0.0% | 0.14% | +9.2% |
| Q1 2022 | $413,000 | -0.7% | 2,659 | 0.0% | 0.13% | +0.8% |
| Q4 2021 | $416,000 | – | 2,659 | – | 0.13% | – |
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% |