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 | $236,914 | -4.6% | 1,540 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $248,233 | +2.9% | 1,540 | -3.1% | 0.02% | 0.0% |
| Q1 2023 | $241,298 | -0.7% | 1,590 | -5.1% | 0.02% | 0.0% |
| Q4 2022 | $242,992 | +13.0% | 1,675 | 0.0% | 0.02% | +4.3% |
| Q3 2022 | $215,000 | -17.0% | 1,675 | -11.0% | 0.02% | -11.5% |
| Q2 2022 | $259,000 | -27.0% | 1,882 | -17.5% | 0.03% | -18.8% |
| Q1 2022 | $355,000 | -21.6% | 2,282 | -21.0% | 0.03% | -17.9% |
| Q4 2021 | $453,000 | +6.1% | 2,889 | -1.7% | 0.04% | -4.9% |
| Q3 2021 | $427,000 | -5.9% | 2,939 | -4.4% | 0.04% | -4.7% |
| Q2 2021 | $454,000 | -1.9% | 3,074 | -6.1% | 0.04% | -8.5% |
| Q1 2021 | $463,000 | +32.7% | 3,275 | +20.0% | 0.05% | +27.0% |
| Q4 2020 | $349,000 | – | 2,729 | – | 0.04% | – |
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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% |