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 | $21,397,622 | -2.9% | 138,335 | +1.2% | 12.86% | -0.1% |
| Q2 2023 | $22,028,375 | -0.1% | 136,661 | -5.9% | 12.87% | +4.9% |
| Q1 2023 | $22,045,870 | +5.8% | 145,268 | +1.1% | 12.27% | +1.4% |
| Q4 2022 | $20,838,131 | +12.8% | 143,642 | -0.1% | 12.10% | -0.2% |
| Q3 2022 | $18,472,000 | -6.0% | 143,728 | +0.5% | 12.12% | +1.7% |
| Q2 2022 | $19,661,000 | -5.9% | 143,029 | +6.7% | 11.92% | -1.9% |
| Q1 2022 | $20,883,000 | +4.8% | 134,105 | +5.4% | 12.15% | +7.3% |
| Q4 2021 | $19,923,000 | +12.4% | 127,195 | +4.4% | 11.32% | +3.5% |
| Q3 2021 | $17,719,000 | -2.0% | 121,850 | -0.5% | 10.94% | -1.5% |
| Q2 2021 | $18,087,000 | +7.5% | 122,506 | +2.8% | 11.11% | +1.0% |
| Q1 2021 | $16,826,000 | +14.2% | 119,132 | +3.5% | 11.01% | -1.8% |
| Q4 2020 | $14,729,000 | +15.7% | 115,050 | +1.6% | 11.20% | +2.6% |
| Q3 2020 | $12,729,000 | +15.6% | 113,199 | +11.3% | 10.92% | +2.6% |
| Q2 2020 | $11,008,000 | +46.7% | 101,730 | +30.5% | 10.64% | +17.1% |
| Q1 2020 | $7,503,000 | -12.1% | 77,949 | +18.9% | 9.09% | +2.2% |
| Q4 2019 | $8,532,000 | – | 65,584 | – | 8.89% | – |
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% |