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 | $1,007,498 | -22.2% | 6,549 | -18.4% | 0.12% | -21.3% |
| Q2 2023 | $1,294,356 | -1.1% | 8,030 | -6.9% | 0.15% | -8.0% |
| Q1 2023 | $1,308,778 | -12.8% | 8,624 | -16.6% | 0.16% | -15.5% |
| Q4 2022 | $1,500,314 | +43.2% | 10,342 | +26.9% | 0.19% | +28.7% |
| Q3 2022 | $1,048,000 | +64.3% | 8,151 | +75.6% | 0.15% | +72.4% |
| Q2 2022 | $638,000 | +126.2% | 4,642 | +156.0% | 0.09% | +135.1% |
| Q1 2022 | $282,000 | +36.9% | 1,813 | +24.2% | 0.04% | +15.6% |
| Q1 2021 | $206,000 | – | 1,460 | – | 0.03% | – |
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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% |