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 | $58,305 | -3.8% | 379 | +0.8% | 0.01% | -11.1% |
| Q2 2023 | $60,607 | +6.2% | 376 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $57,062 | +7.8% | 376 | +3.0% | 0.01% | -25.0% |
| Q4 2022 | $52,951 | +103.7% | 365 | +82.5% | 0.01% | +71.4% |
| Q3 2022 | $26,000 | -3.7% | 200 | 0.0% | 0.01% | +40.0% |
| Q2 2022 | $27,000 | -12.9% | 200 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $31,000 | 0.0% | 200 | 0.0% | 0.01% | +25.0% |
| Q4 2021 | $31,000 | +6.9% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $29,000 | -3.3% | 200 | 0.0% | 0.00% | -20.0% |
| Q2 2021 | $30,000 | +7.1% | 200 | 0.0% | 0.01% | -16.7% |
| Q1 2021 | $28,000 | +7.7% | 200 | 0.0% | 0.01% | -33.3% |
| Q4 2020 | $26,000 | – | 200 | – | 0.01% | – |
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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% |