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 | $11,818,688 | +29.9% | 76,825 | +36.1% | 4.58% | +42.2% |
| Q2 2023 | $9,099,092 | +3.1% | 56,449 | -2.9% | 3.22% | -2.4% |
| Q1 2023 | $8,824,755 | +1.2% | 58,149 | -3.3% | 3.30% | +1.1% |
| Q4 2022 | $8,722,831 | +28.1% | 60,128 | +13.5% | 3.26% | +26.1% |
| Q3 2022 | $6,811,000 | +18.7% | 52,999 | +27.0% | 2.58% | -0.5% |
| Q2 2022 | $5,736,000 | +191.8% | 41,727 | +230.5% | 2.60% | +210.5% |
| Q1 2022 | $1,966,000 | +203.4% | 12,626 | +205.1% | 0.84% | +165.7% |
| Q4 2021 | $648,000 | +27.6% | 4,138 | +18.5% | 0.32% | +25.0% |
| Q3 2021 | $508,000 | -1.6% | 3,492 | -0.2% | 0.25% | -17.1% |
| Q2 2021 | $516,000 | +2.8% | 3,498 | -1.6% | 0.30% | -3.5% |
| Q1 2021 | $502,000 | +3.7% | 3,555 | -5.9% | 0.32% | -6.8% |
| Q4 2020 | $484,000 | +9.5% | 3,777 | -4.0% | 0.34% | -2.6% |
| Q3 2020 | $442,000 | -11.6% | 3,935 | -14.8% | 0.35% | -19.9% |
| Q2 2020 | $500,000 | +0.6% | 4,616 | -10.6% | 0.43% | -14.1% |
| Q1 2020 | $497,000 | -45.6% | 5,161 | -26.5% | 0.50% | -44.2% |
| Q4 2019 | $913,000 | -5.9% | 7,017 | -13.8% | 0.90% | -14.5% |
| Q3 2019 | $970,000 | +0.7% | 8,144 | -1.4% | 1.06% | +1.0% |
| Q2 2019 | $963,000 | +5.2% | 8,260 | +1.8% | 1.05% | +3.5% |
| Q1 2019 | $915,000 | -92.9% | 8,114 | -93.6% | 1.01% | -92.3% |
| Q4 2018 | $12,860,000 | – | 127,148 | – | 13.17% | – |
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% |