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 | $417,912 | +6.2% | 2,593 | 0.0% | 0.17% | -1.1% |
| Q1 2023 | $393,463 | -24.7% | 2,593 | -28.0% | 0.17% | -23.7% |
| Q4 2022 | $522,680 | +12.9% | 3,603 | 0.0% | 0.23% | +59.4% |
| Q3 2022 | $463,000 | -6.5% | 3,603 | 0.0% | 0.14% | -14.4% |
| Q2 2022 | $495,000 | -11.8% | 3,603 | 0.0% | 0.17% | +12.8% |
| Q1 2022 | $561,000 | -0.5% | 3,603 | 0.0% | 0.15% | +59.1% |
| Q4 2021 | $564,000 | +6.0% | 3,603 | 0.0% | 0.09% | 0.0% |
| Q3 2021 | $532,000 | +87.3% | 3,603 | +87.6% | 0.09% | +63.2% |
| Q2 2021 | $284,000 | +4.8% | 1,921 | 0.0% | 0.06% | +35.7% |
| Q1 2021 | $271,000 | +3.8% | 1,921 | -5.9% | 0.04% | +27.3% |
| Q4 2020 | $261,000 | – | 2,042 | – | 0.03% | – |
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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% |