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 | $15,155,449 | -27.0% | 98,514 | -23.5% | 9.30% | -28.1% |
| Q2 2023 | $20,754,076 | +9.9% | 128,755 | +3.5% | 12.93% | -4.3% |
| Q1 2023 | $18,877,872 | +21.4% | 124,393 | +16.0% | 13.50% | +6.5% |
| Q4 2022 | $15,553,878 | +13.3% | 107,216 | +0.3% | 12.68% | +7.0% |
| Q3 2022 | $13,732,000 | +13.4% | 106,847 | +21.3% | 11.86% | +13.8% |
| Q2 2022 | $12,109,000 | -9.5% | 88,090 | -4.8% | 10.41% | -1.4% |
| Q1 2022 | $13,376,000 | -8.7% | 92,565 | -1.1% | 10.56% | +1.9% |
| Q4 2021 | $14,653,000 | +14.9% | 93,551 | +6.7% | 10.36% | +6.4% |
| Q3 2021 | $12,755,000 | -0.7% | 87,714 | +0.8% | 9.74% | -0.1% |
| Q2 2021 | $12,849,000 | -2.5% | 87,031 | -6.7% | 9.75% | -14.5% |
| Q1 2021 | $13,181,000 | +12.8% | 93,324 | +2.2% | 11.41% | +0.4% |
| Q4 2020 | $11,685,000 | – | 91,276 | – | 11.36% | – |
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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% |