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 | $853,989 | -5.0% | 5,551 | -0.5% | 0.58% | -1.9% |
| Q2 2023 | $898,980 | +5.0% | 5,577 | -1.1% | 0.59% | -3.8% |
| Q1 2023 | $855,797 | +4.6% | 5,639 | 0.0% | 0.61% | -1.3% |
| Q4 2022 | $818,071 | +7.4% | 5,639 | -4.9% | 0.62% | +2.1% |
| Q3 2022 | $762,000 | -10.9% | 5,928 | -4.7% | 0.61% | -5.0% |
| Q2 2022 | $855,000 | -14.4% | 6,218 | -3.1% | 0.64% | -5.0% |
| Q1 2022 | $999,000 | -11.0% | 6,418 | -10.4% | 0.67% | -0.7% |
| Q4 2021 | $1,122,000 | +7.9% | 7,166 | +0.2% | 0.68% | -18.2% |
| Q3 2021 | $1,040,000 | -2.9% | 7,152 | -1.4% | 0.83% | +12.6% |
| Q2 2021 | $1,071,000 | -1.5% | 7,252 | -5.7% | 0.74% | -9.9% |
| Q1 2021 | $1,087,000 | +9.5% | 7,694 | -0.8% | 0.82% | +3.3% |
| Q4 2020 | $993,000 | +14.8% | 7,756 | +0.9% | 0.79% | +1.1% |
| Q3 2020 | $865,000 | +3.2% | 7,688 | -0.7% | 0.78% | -5.8% |
| Q2 2020 | $838,000 | -12.8% | 7,745 | -22.5% | 0.83% | -27.0% |
| Q1 2020 | $961,000 | -28.5% | 9,989 | -3.3% | 1.14% | -13.3% |
| Q4 2019 | $1,344,000 | – | 10,332 | – | 1.31% | – |
Download | ||||||
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% |