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 | $954,263 | -9.5% | 6,203 | -5.2% | 0.36% | -7.3% |
| Q2 2023 | $1,054,820 | +6.8% | 6,544 | +0.6% | 0.38% | +2.9% |
| Q1 2023 | $987,243 | -9.6% | 6,505 | -13.6% | 0.37% | -14.2% |
| Q4 2022 | $1,091,652 | +14.5% | 7,525 | +1.5% | 0.44% | +1.6% |
| Q3 2022 | $953,000 | +32.4% | 7,412 | +41.4% | 0.43% | +37.5% |
| Q2 2022 | $720,000 | +44.0% | 5,241 | +63.2% | 0.31% | +57.6% |
| Q1 2022 | $500,000 | +2.0% | 3,211 | +1.5% | 0.20% | +2.6% |
| Q4 2021 | $490,000 | +5.6% | 3,163 | -0.9% | 0.19% | -2.0% |
| Q3 2021 | $464,000 | -2.5% | 3,192 | -1.0% | 0.20% | -3.9% |
| Q2 2021 | $476,000 | – | 3,225 | – | 0.20% | – |
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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% |