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 | $236,679 | -21.3% | 1,538 | -17.5% | 0.20% | -1.4% |
| Q2 2023 | $300,546 | -3.5% | 1,865 | -9.1% | 0.21% | -21.2% |
| Q1 2023 | $311,416 | -15.8% | 2,052 | -19.5% | 0.26% | -14.0% |
| Q4 2022 | $369,770 | -0.1% | 2,549 | -11.5% | 0.31% | -22.1% |
| Q3 2022 | $370,000 | -11.7% | 2,880 | -5.6% | 0.39% | +20.5% |
| Q2 2022 | $419,000 | -37.0% | 3,050 | -33.2% | 0.33% | -26.0% |
| Q3 2021 | $665,000 | -2.9% | 4,569 | -1.4% | 0.44% | +6.0% |
| Q2 2021 | $685,000 | -74.6% | 4,636 | -78.0% | 0.42% | -81.4% |
| Q4 2020 | $2,692,000 | +26.1% | 21,027 | +6.6% | 2.24% | +14.2% |
| Q3 2020 | $2,135,000 | 0.0% | 19,731 | 0.0% | 1.96% | 0.0% |
| Q2 2020 | $2,135,000 | -99.9% | 19,731 | +8.6% | 1.96% | +23.1% |
| Q1 2020 | $1,732,359,000 | +29.1% | 18,170 | +76.4% | 1.59% | +36.6% |
| Q4 2019 | $1,341,482,000 | +254934.6% | 10,298 | +204.8% | 1.16% | +296.3% |
| Q1 1987 | $526,000 | – | 3,379 | – | 0.29% | – |
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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% |