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 | $318,789 | -4.6% | 2,072 | 0.0% | 0.23% | +1.3% |
| Q2 2023 | $334,020 | +5.8% | 2,072 | -0.4% | 0.23% | -3.4% |
| Q1 2023 | $315,725 | +30.2% | 2,080 | +24.4% | 0.24% | +22.1% |
| Q4 2022 | $242,551 | +17.7% | 1,672 | +22.1% | 0.20% | +35.4% |
| Q1 2022 | $206,000 | -21.7% | 1,369 | -18.5% | 0.14% | -72.9% |
| Q4 2021 | $263,000 | +2.7% | 1,679 | +0.7% | 0.53% | +244.8% |
| Q3 2021 | $256,000 | +7.1% | 1,667 | +3.2% | 0.15% | +4.8% |
| Q2 2021 | $239,000 | +5.3% | 1,616 | +0.6% | 0.15% | -2.0% |
| Q1 2021 | $227,000 | +10.2% | 1,606 | 0.0% | 0.15% | +19.0% |
| Q4 2020 | $206,000 | – | 1,606 | – | 0.13% | – |
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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% |