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 | $1,315,947 | -6.5% | 8,554 | -2.1% | 0.84% | -1.6% |
| Q2 2023 | $1,407,833 | +5.0% | 8,734 | -1.1% | 0.86% | -0.8% |
| Q1 2023 | $1,340,648 | +6.7% | 8,834 | +2.0% | 0.86% | +3.3% |
| Q4 2022 | $1,256,886 | +9.4% | 8,664 | -3.1% | 0.84% | +4.1% |
| Q3 2022 | $1,149,000 | -4.0% | 8,941 | +2.7% | 0.80% | -1.1% |
| Q2 2022 | $1,197,000 | -14.4% | 8,709 | -3.0% | 0.81% | +3.8% |
| Q1 2022 | $1,398,000 | +3.0% | 8,976 | +0.9% | 0.78% | +10.0% |
| Q4 2021 | $1,357,000 | -1.0% | 8,900 | 0.0% | 0.71% | +6.1% |
| Q3 2021 | $1,371,000 | +4.8% | 8,900 | +1.4% | 0.67% | -3.3% |
| Q2 2021 | $1,308,000 | +40.9% | 8,775 | +36.3% | 0.69% | +28.0% |
| Q1 2021 | $928,000 | +14.3% | 6,440 | +1.6% | 0.54% | +5.4% |
| Q4 2020 | $812,000 | +11.5% | 6,340 | +1.6% | 0.51% | -1.7% |
| Q3 2020 | $728,000 | +2.0% | 6,240 | -5.1% | 0.52% | -14.0% |
| Q2 2020 | $714,000 | +4.7% | 6,574 | -0.8% | 0.61% | -10.6% |
| Q1 2020 | $682,000 | -17.3% | 6,629 | +4.5% | 0.68% | -8.8% |
| Q4 2019 | $825,000 | – | 6,343 | – | 0.75% | – |
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% |