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 | $12,417,000 | -1.4% | 80,712 | +3.3% | 5.43% | +2.3% |
| Q2 2023 | $12,595,000 | +9.8% | 78,135 | +3.4% | 5.31% | +12.9% |
| Q1 2023 | $11,468,000 | +29.6% | 75,570 | +23.9% | 4.70% | +26.9% |
| Q4 2022 | $8,846,202 | +11.8% | 60,979 | -1.0% | 3.71% | +22.3% |
| Q3 2022 | $7,913,000 | -3.9% | 61,573 | +2.8% | 3.03% | -21.8% |
| Q2 2022 | $8,231,000 | -16.8% | 59,877 | -5.7% | 3.88% | -8.0% |
| Q1 2022 | $9,889,000 | -3.1% | 63,505 | -2.5% | 4.21% | +0.9% |
| Q4 2021 | $10,206,000 | +9.8% | 65,157 | +1.9% | 4.18% | +2.4% |
| Q3 2021 | $9,298,000 | -1.1% | 63,937 | +0.4% | 4.08% | -2.4% |
| Q2 2021 | $9,401,000 | +26.8% | 63,677 | +21.3% | 4.18% | +24.2% |
| Q1 2021 | $7,416,000 | +32.6% | 52,505 | +20.2% | 3.36% | +33.9% |
| Q4 2020 | $5,591,000 | +12.0% | 43,676 | -1.6% | 2.51% | +2.4% |
| Q3 2020 | $4,993,000 | +1.5% | 44,396 | -2.4% | 2.45% | -4.8% |
| Q2 2020 | $4,921,000 | -6.7% | 45,470 | -17.0% | 2.58% | -24.9% |
| Q1 2020 | $5,276,000 | -39.6% | 54,812 | -18.4% | 3.44% | -23.7% |
| Q4 2019 | $8,742,000 | – | 67,197 | – | 4.50% | – |
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% |