ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 24 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $462,085 | -14.6% | 3,004 | -10.5% | 0.11% | -12.4% |
| Q2 2023 | $541,061 | +3.1% | 3,357 | -2.9% | 0.12% | -1.6% |
| Q1 2023 | $524,887 | +4.1% | 3,459 | 0.0% | 0.12% | -30.1% |
| Q4 2022 | $504,031 | +10.3% | 3,459 | -2.8% | 0.18% | -2.2% |
| Q3 2022 | $457,000 | -15.5% | 3,559 | -4.9% | 0.18% | -1.6% |
| Q2 2022 | $541,000 | -7.5% | 3,741 | -0.4% | 0.18% | +4.6% |
| Q1 2022 | $585,000 | -0.5% | 3,756 | 0.0% | 0.18% | +1.2% |
| Q4 2021 | $588,000 | +2.1% | 3,756 | 0.0% | 0.17% | +0.6% |
| Q3 2021 | $576,000 | -6.6% | 3,756 | -9.7% | 0.17% | -11.3% |
| Q2 2021 | $617,000 | -5.7% | 4,158 | -7.0% | 0.19% | -6.3% |
| Q1 2021 | $654,000 | +20.2% | 4,470 | +5.2% | 0.21% | +0.5% |
| Q4 2020 | $544,000 | – | 4,249 | – | 0.21% | – |
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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% |