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 | $932,270 | -4.6% | 6,060 | 0.0% | 0.42% | -2.5% |
| Q2 2023 | $976,811 | +1.2% | 6,060 | -4.8% | 0.43% | +5.1% |
| Q1 2023 | $965,649 | +4.4% | 6,363 | -0.2% | 0.41% | +0.5% |
| Q4 2022 | $925,111 | -5.8% | 6,377 | -16.5% | 0.41% | -13.3% |
| Q3 2022 | $982,000 | -6.5% | 7,641 | 0.0% | 0.47% | -1.9% |
| Q2 2022 | $1,050,000 | -11.8% | 7,641 | 0.0% | 0.48% | -1.8% |
| Q1 2022 | $1,190,000 | -2.4% | 7,641 | -1.8% | 0.49% | +4.5% |
| Q4 2021 | $1,219,000 | +7.7% | 7,785 | 0.0% | 0.47% | +2.2% |
| Q3 2021 | $1,132,000 | -1.5% | 7,785 | 0.0% | 0.46% | -2.3% |
| Q2 2021 | $1,149,000 | +1.8% | 7,785 | -2.6% | 0.47% | -6.0% |
| Q1 2021 | $1,129,000 | +10.4% | 7,993 | 0.0% | 0.50% | +4.8% |
| Q4 2020 | $1,023,000 | – | 7,993 | – | 0.48% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 405,131 | $62,325,359 | 23.11% |
| Quantitative Strategies, Inc. | 187,158 | $28,792,372 | 19.37% |
| Foundation Wealth Management, LLC | 121,130 | $18,634,505 | 18.62% |
| LPWM LLC | 254,891 | $38,975,312 | 17.52% |
| Halpern Financial, Inc. | 281,683 | $43,334,118 | 14.96% |
| Praetorian Wealth Management, Inc. | 283,325 | $43,586,718 | 13.85% |
| Powell Investment Advisors, LLC | 138,335 | $21,397,622 | 12.86% |
| FINANCIAL LIFE ADVISORS | 177,823 | $27,356,344 | 11.77% |
| LVZ, Inc. | 458,002 | $70,459,044 | 11.36% |
| INSTRUMENTAL WEALTH, LLC | 58,076 | $9,034,945 | 10.55% |