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 | $361,371 | -4.6% | 2,349 | 0.0% | 0.05% | -3.6% |
Q2 2023 | $378,636 | -4.6% | 2,349 | -10.2% | 0.06% | -9.7% |
Q1 2023 | $397,005 | -24.2% | 2,616 | -27.5% | 0.06% | -52.3% |
Q4 2022 | $523,413 | -48.7% | 3,608 | -54.5% | 0.13% | -50.0% |
Q3 2022 | $1,020,000 | +15.8% | 7,937 | +30.8% | 0.26% | +28.7% |
Q2 2022 | $881,000 | -9.0% | 6,067 | -2.4% | 0.20% | -17.6% |
Q1 2022 | $968,000 | -4.2% | 6,219 | -3.6% | 0.24% | -12.2% |
Q4 2021 | $1,010,000 | +1.8% | 6,451 | -5.4% | 0.28% | -13.1% |
Q3 2021 | $992,000 | -27.3% | 6,819 | -26.3% | 0.32% | -26.0% |
Q2 2021 | $1,365,000 | -0.1% | 9,248 | -4.4% | 0.43% | -9.2% |
Q1 2021 | $1,367,000 | +8.6% | 9,676 | -1.6% | 0.48% | +1.5% |
Q4 2020 | $1,259,000 | – | 9,832 | – | 0.47% | – |
Download |
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% |