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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,951,711 | +2.1% | 18,312 | -3.9% | 0.79% | +2.2% |
| Q1 2023 | $2,891,332 | +2.0% | 19,052 | -2.5% | 0.77% | +1.1% |
| Q4 2022 | $2,834,813 | +11.6% | 19,541 | -1.1% | 0.76% | +8.4% |
| Q3 2022 | $2,540,000 | -71.8% | 19,764 | -69.8% | 0.70% | -68.3% |
| Q2 2022 | $9,000,000 | -8.9% | 65,473 | +3.1% | 2.22% | +7.7% |
| Q1 2022 | $9,884,000 | +40.3% | 63,476 | +31.0% | 2.06% | +31.4% |
| Q3 2021 | $7,045,000 | +6.1% | 48,448 | +7.7% | 1.56% | -0.7% |
| Q2 2021 | $6,640,000 | +110566.7% | 44,974 | +5.8% | 1.58% | +39300.0% |
| Q1 2021 | $6,000 | -99.9% | 42,518 | +18.6% | 0.00% | -99.7% |
| Q4 2020 | $4,587,000 | – | 35,838 | – | 1.24% | – |
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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% |