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 | $6,402,006 | -4.6% | 41,614 | 0.0% | 3.56% | -4.9% |
| Q2 2023 | $6,707,873 | +4.1% | 41,614 | -2.0% | 3.74% | -2.9% |
| Q1 2023 | $6,441,428 | +2.2% | 42,444 | -2.3% | 3.85% | -5.2% |
| Q4 2022 | $6,301,619 | +13.0% | 43,437 | +0.1% | 4.07% | +4.0% |
| Q3 2022 | $5,578,000 | -6.5% | 43,405 | -0.0% | 3.91% | -8.1% |
| Q2 2022 | $5,968,000 | -11.7% | 43,419 | +0.0% | 4.25% | -10.2% |
| Q1 2022 | $6,759,000 | -0.6% | 43,407 | +0.0% | 4.74% | +1.9% |
| Q4 2021 | $6,797,000 | +7.2% | 43,396 | -0.5% | 4.65% | +103.2% |
| Q3 2021 | $6,342,000 | -1.0% | 43,610 | -0.0% | 2.29% | -13.3% |
| Q2 2021 | $6,409,000 | +4.1% | 43,630 | +0.1% | 2.64% | -21.9% |
| Q1 2021 | $6,157,000 | +10.3% | 43,588 | 0.0% | 3.38% | -5.2% |
| Q4 2020 | $5,580,000 | – | 43,588 | – | 3.56% | – |
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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% |