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 | $1,213,951 | -7.0% | 7,891 | -2.6% | 0.74% | -3.0% |
Q2 2023 | $1,305,798 | +5.2% | 8,101 | -1.0% | 0.77% | -2.0% |
Q1 2023 | $1,241,252 | +25.7% | 8,179 | +20.1% | 0.78% | +17.4% |
Q4 2022 | $987,782 | +21.6% | 6,809 | +7.8% | 0.67% | +14.8% |
Q3 2022 | $812,000 | -6.7% | 6,319 | 0.0% | 0.58% | -3.6% |
Q2 2022 | $870,000 | -11.3% | 6,319 | +0.3% | 0.60% | +3.6% |
Q1 2022 | $981,000 | +40.1% | 6,299 | +40.9% | 0.58% | +35.0% |
Q4 2021 | $700,000 | +7.7% | 4,471 | -0.0% | 0.43% | -8.7% |
Q3 2021 | $650,000 | -3.0% | 4,473 | -1.4% | 0.47% | -3.9% |
Q2 2021 | $670,000 | -12.6% | 4,536 | -16.5% | 0.49% | -23.4% |
Q1 2021 | $767,000 | +177.9% | 5,434 | +151.8% | 0.64% | +176.3% |
Q4 2020 | $276,000 | – | 2,158 | – | 0.23% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HOME FEDERAL BANK OF TENNESSEE | 519,429 | $49,995,000 | 27.23% |
LPWM LLC | 193,875 | $18,660,000 | 20.33% |
AMARILLO NATIONAL BANK | 394,027 | $37,925,000 | 15.64% |
Florin Court Capital LLP | 7,773 | $748,000 | 13.96% |
Halpern Financial, Inc. | 135,000 | $12,993,753 | 12.23% |
Salomon & Ludwin, LLC | 445,955 | $42,923,000 | 11.04% |
Strategic Wealth Partners Group, LLC | 370,968 | $35,706,000 | 10.39% |
MIRSKY FINANCIAL MANAGEMENT CORP. | 143,724 | $13,833,000 | 9.76% |
Powell Investment Advisors, LLC | 77,949 | $7,503,000 | 9.09% |
Blue Zone Wealth Advisors, LLC | 100,614 | $9,684,000 | 9.08% |